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 | $234,342 | $90,489+159.0% | $76,051+208.1% | $145,978+60.5% |
| Participation rate | 11.8% | 74.5%-62.7pp | 69.1%-57.3pp | 80.3%-68.5pp |
| Annual return | 13.60% | 622.78%-609.2pp | 360.42%-346.8pp | 550.52%-536.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,316 | $5,164-74.5% | $4,257-69.1% | $6,690-80.3% |
| Admin fee / account holder | $525 | $8,374-93.7% | $6,416-91.8% | $13,400-96.1% |