Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,719 | $70,366-47.8% | $66,674-44.9% | $138,895-73.6% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.7%-14.6pp | 79.9%-20.8pp |
| Annual return | 271.35% | 386.41%-115.1pp | 321.24%-49.9pp | 145.39%+126.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,141 | $4,374-5.3% | $4,084+1.4% | $6,396-35.3% |
| Admin fee / account holder | $659 | $5,262-87.5% | $5,098-87.1% | $12,562-94.8% |