Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,612 | $100,203-8.6% | $85,240+7.5% | $145,897-37.2% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.3pp | 80.3%-53.0pp |
| Annual return | 13.34% | 84.28%-70.9pp | 66.75%-53.4pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $673 | $5,299-87.3% | $4,527-85.1% | $6,689-89.9% |
| Admin fee / account holder | $2,316 | $7,265-68.1% | $6,165-62.4% | $13,390-82.7% |