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 | $61,801 | $85,766-27.9% | $136,297-54.7% | $70,124-11.9% |
| Participation rate | 42.9% | 74.2%-31.3pp | 81.9%-39.1pp | 69.5%-26.7pp |
| Annual return | 38.51% | 31.45%+7.1pp | 5156.19%-5117.7pp | 73.14%-34.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,458 | $5,051-31.5% | $6,247-44.6% | $3,332+3.8% |
| Admin fee / account holder | $13,840 | $5,420+155.3% | $9,244+49.7% | $4,645+197.9% |