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 | $131,803 | $202,345-34.9% | $172,755-23.7% | $152,885-13.8% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 23.07% | 1029.77%-1006.7pp | 802.94%-779.9pp | 345.39%-322.3pp |
| Employer contribution / active EE | $59 | $5,858-99.0% | $5,144-98.9% | $4,763-98.8% |
| Participant deferral / active EE | $6,209 | $5,948+4.4% | $5,198+19.5% | $5,851+6.1% |
| Admin fee / account holder | $30,805 | $17,111+80.0% | $13,955+120.7% | $11,598+165.6% |