Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,181 | $88,815-54.8% | $81,882-50.9% | $145,897-72.5% |
| Participation rate | 10.5% | 75.1%-64.5pp | 72.4%-61.9pp | 80.3%-69.8pp |
| Annual return | 11.61% | 1033.75%-1022.1pp | 779.47%-767.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $181 | $3,086-94.1% | $2,916-93.8% | $4,663-96.1% |
| Participant deferral / active EE | $1,604 | $4,647-65.5% | $4,323-62.9% | $6,689-76.0% |
| Admin fee / account holder | $2,108 | $8,434-75.0% | $7,360-71.4% | $13,390-84.3% |