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 | $80,810 | $202,342-60.1% | $172,753-53.2% | $152,909-47.2% |
| Participation rate | 35.0% | 87.1%-52.1pp | 82.6%-47.6pp | 82.5%-47.5pp |
| Annual return | 18.89% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $771 | $5,948-87.0% | $5,198-85.2% | $5,851-86.8% |
| Admin fee / account holder | $1,001 | $17,112-94.2% | $13,956-92.8% | $11,601-91.4% |