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 | $74,298 | $60,128+23.6% | $90,440-17.8% | $79,852-7.0% |
| Participation rate | 54.4% | 65.0%-10.6pp | 72.7%-18.3pp | 69.6%-15.2pp |
| Annual return | 21.56% | 71.95%-50.4pp | 1294.38%-1272.8pp | 31.72%-10.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,695 | $2,939-42.3% | $3,964-57.2% | $3,740-54.7% |
| Admin fee / account holder | $5,327 | $3,977+33.9% | $5,615-5.1% | $5,306+0.4% |