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.
Participant 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 | $105,428 | $29,319+259.6% | $52,425+101.1% | $82,448+27.9% |
| Participation rate | 4.3% | 46.9%-42.5pp | 55.6%-51.3pp | 68.1%-63.7pp |
| Annual return | 14.93% | 535.20%-520.3pp | 302.12%-287.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $75 | $586-87.2% | $914-91.8% | $2,551-97.1% |
| Participant deferral / active EE | $239 | $1,171-79.6% | $1,790-86.6% | $4,139-94.2% |
| Admin fee / account holder | $3,288 | $1,962+67.6% | $2,495+31.8% | $7,234-54.6% |