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 | $157,015 | $106,918+46.9% | $84,021+86.9% | $152,897+2.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 20.60% | 105.01%-84.4pp | 71.32%-50.7pp | 345.43%-324.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,201 | $4,012+29.6% | $3,239+60.6% | $5,851-11.1% |
| Admin fee / account holder | $2,371 | $8,288-71.4% | $6,102-61.1% | $11,599-79.6% |