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 | $215,719 | $106,008+103.5% | $92,240+133.9% | $147,586+46.2% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 29.60% | 50.05%-20.5pp | 176.29%-146.7pp | 578.59%-549.0pp |
| Employer contribution / active EE | $617 | $4,333-85.8% | $3,680-83.2% | $4,876-87.3% |
| Participant deferral / active EE | $4,151 | $4,478-7.3% | $3,897+6.5% | $5,439-23.7% |
| Admin fee / account holder | $1,161 | $6,333-81.7% | $5,194-77.7% | $10,886-89.3% |