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 | $51,957 | $106,008-51.0% | $92,240-43.7% | $147,586-64.8% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 11.69% | 50.05%-38.4pp | 176.29%-164.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $228 | $4,333-94.7% | $3,680-93.8% | $4,876-95.3% |
| Participant deferral / active EE | $1,139 | $4,478-74.6% | $3,897-70.8% | $5,439-79.1% |
| Admin fee / account holder | $2,933 | $6,333-53.7% | $5,194-43.5% | $10,886-73.1% |