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 | $36,352 | $138,102-73.7% | $125,381-71.0% | $134,532-73.0% |
| Participation rate | 52.4% | 84.5%-32.1pp | 82.4%-30.0pp | 81.2%-28.8pp |
| Annual return | -18.78% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,635 | $7,801-53.4% | $7,448-51.2% | $6,401-43.2% |
| Admin fee / account holder | $1,277 | $11,568-89.0% | $10,007-87.2% | $11,429-88.8% |