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 | $113,480 | $27,936+306.2% | $58,561+93.8% | $75,173+51.0% |
| Participation rate | 27.6% | 38.8%-11.2pp | 50.9%-23.2pp | 67.2%-39.6pp |
| Annual return | 16.36% | 44.21%-27.9pp | 4251.33%-4235.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,208 | $1,202+166.9% | $1,923+66.8% | $4,126-22.2% |
| Admin fee / account holder | $9,666 | $1,727+459.8% | $2,520+283.5% | $5,651+71.1% |