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 | $103,344 | $104,924-1.5% | $84,623+22.1% | $152,885-32.4% |
| Participation rate | 58.3% | 74.8%-16.5pp | 68.2%-9.9pp | 82.5%-24.1pp |
| Annual return | 26.74% | 373.82%-347.1pp | 258.77%-232.0pp | 345.39%-318.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,348 | $4,689+78.1% | $3,899+114.1% | $5,851+42.7% |
| Admin fee / account holder | $554 | $6,242-91.1% | $4,913-88.7% | $11,598-95.2% |