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 | $108,757 | $97,729+11.3% | $83,830+29.7% | $135,379-19.7% |
| Participation rate | 52.4% | 80.0%-27.6pp | 76.1%-23.8pp | 82.6%-30.3pp |
| Annual return | -6.70% | 1287.52%-1294.2pp | 850.97%-857.7pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,059 | $4,683-34.7% | $4,082-25.1% | $5,609-45.5% |
| Admin fee / account holder | $3,249 | $6,674-51.3% | $5,479-40.7% | $10,828-70.0% |