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 | $82,585 | $76,368+8.1% | $67,681+22.0% | $154,746-46.6% |
| Participation rate | 33.3% | 79.0%-45.6pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 13.35% | 1066.77%-1053.4pp | 590.58%-577.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,024 | $4,824-58.1% | $3,976-49.1% | $6,730-69.9% |
| Admin fee / account holder | $2,692 | $8,559-68.6% | $6,100-55.9% | $14,365-81.3% |