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 | $182,912 | $84,713+115.9% | $75,717+141.6% | $167,518+9.2% |
| Participation rate | 64.3% | 77.8%-13.5pp | 74.8%-10.5pp | 82.1%-17.8pp |
| Annual return | 16.17% | 199.49%-183.3pp | 104.58%-88.4pp | 478.71%-462.5pp |
| Employer contribution / active EE | $336 | $3,229-89.6% | $2,743-87.8% | $4,838-93.1% |
| Participant deferral / active EE | $3,934 | $4,578-14.1% | $3,821+3.0% | $6,342-38.0% |
| Admin fee / account holder | $7,328 | $5,357+36.8% | $3,619+102.5% | $12,312-40.5% |