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 | $45,167 | $105,200-57.1% | $159,474-71.7% | $85,847-47.4% |
| Participation rate | 45.7% | 75.8%-30.1pp | 82.8%-37.1pp | 69.3%-23.6pp |
| Annual return | 17.86% | 45.08%-27.2pp | 263.68%-245.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,595 | $5,946-39.5% | $7,353-51.1% | $3,952-9.0% |
| Admin fee / account holder | $5,416 | $6,934-21.9% | $10,802-49.9% | $6,261-13.5% |