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 | $63,609 | $109,967-42.2% | $97,197-34.6% | $145,877-56.4% |
| Participation rate | 62.5% | 76.0%-13.5pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 9.60% | 244.27%-234.7pp | 75.47%-65.9pp | 551.28%-541.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,270 | $4,676-51.5% | $4,263-46.8% | $6,691-66.1% |
| Admin fee / account holder | $1,056 | $6,199-83.0% | $5,637-81.3% | $13,402-92.1% |