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 | $47,926 | $144,124-66.7% | $117,857-59.3% | $147,585-67.5% |
| Participation rate | 45.0% | 83.4%-38.4pp | 79.7%-34.7pp | 82.8%-37.8pp |
| Annual return | 14.53% | 531.17%-516.6pp | 335.09%-320.6pp | 578.57%-564.0pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,497 | $5,316-15.4% | $4,482+0.3% | $5,439-17.3% |
| Admin fee / account holder | $417 | $10,886-96.2% | $8,020-94.8% | $10,885-96.2% |