Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,616 | $106,008-44.7% | $92,240-36.5% | $147,586-60.3% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 19.73% | 50.05%-30.3pp | 176.29%-156.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $402 | $4,333-90.7% | $3,680-89.1% | $4,876-91.8% |
| Participant deferral / active EE | $2,963 | $4,478-33.8% | $3,897-24.0% | $5,439-45.5% |
| Admin fee / account holder | $383 | $6,333-94.0% | $5,194-92.6% | $10,886-96.5% |