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 | $142,862 | $97,732+46.2% | $83,831+70.4% | $135,380+5.5% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -1.28% | 1287.56%-1288.8pp | 850.99%-852.3pp | 519.81%-521.1pp |
| Employer contribution / active EE | $542 | $4,222-87.2% | $3,631-85.1% | $4,779-88.7% |
| Participant deferral / active EE | $2,309 | $4,683-50.7% | $4,082-43.4% | $5,609-58.8% |
| Admin fee / account holder | $5,777 | $6,675-13.4% | $5,479+5.4% | $10,828-46.6% |