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 | $249,949 | $160,040+56.2% | $147,096+69.9% | $145,877+71.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.32% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-538.0pp |
| Employer contribution / active EE | $606 | $5,289-88.5% | $4,936-87.7% | $4,663-87.0% |
| Participant deferral / active EE | $7,159 | $8,429-15.1% | $8,071-11.3% | $6,691+7.0% |
| Admin fee / account holder | $1,517 | $15,050-89.9% | $13,005-88.3% | $13,402-88.7% |