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.
Employer 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 | $153,888 | $171,867-10.5% | $149,721+2.8% | $147,586+4.3% |
| Participation rate | 61.5% | 88.2%-26.6pp | 87.1%-25.5pp | 82.8%-21.3pp |
| Annual return | 11.48% | 2113.36%-2101.9pp | 1501.67%-1490.2pp | 578.59%-567.1pp |
| Employer contribution / active EE | $542 | $6,275-91.4% | $5,444-90.0% | $4,876-88.9% |
| Participant deferral / active EE | $4,344 | $7,270-40.3% | $6,568-33.9% | $5,439-20.1% |
| Admin fee / account holder | $521 | $13,799-96.2% | $11,282-95.4% | $10,886-95.2% |