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 | $56,685 | $150,446-62.3% | $136,297-58.4% | $147,585-61.6% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 11.55% | 1049.14%-1037.6pp | 5156.19%-5144.6pp | 578.58%-567.0pp |
| Employer contribution / active EE | $81 | $5,256-98.5% | $4,696-98.3% | $4,876-98.3% |
| Participant deferral / active EE | $2,658 | $6,631-59.9% | $6,247-57.4% | $5,439-51.1% |
| Admin fee / account holder | $1,019 | $10,906-90.7% | $9,244-89.0% | $10,886-90.6% |