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 | $38,144 | $72,071-47.1% | $68,368-44.2% | $137,256-72.2% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.8%-35.7pp | 80.0%-41.9pp |
| Annual return | 97.64% | 353.14%-255.5pp | 292.57%-194.9pp | 220.34%-122.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,677 | $4,410-62.0% | $4,123-59.3% | $6,407-73.8% |
| Admin fee / account holder | $12,471 | $5,336+133.7% | $5,150+142.2% | $12,270+1.6% |