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.
Participant 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 | $117,223 | $107,353+9.2% | $92,903+26.2% | $152,885-23.3% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 23.97% | 145.62%-121.6pp | 109.43%-85.5pp | 345.39%-321.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $790 | $4,848-83.7% | $4,238-81.4% | $5,851-86.5% |
| Admin fee / account holder | $1,930 | $7,081-72.7% | $5,795-66.7% | $11,598-83.4% |