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 | $112,543 | $132,099-14.8% | $115,599-2.6% | $138,895-19.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.3%-74.3pp | 79.9%-79.9pp |
| Annual return | 16.78% | 176.76%-160.0pp | 111.10%-94.3pp | 145.39%-128.6pp |
| Employer contribution / active EE | $364 | $3,416-89.4% | $2,955-87.7% | $4,194-91.3% |
| Participant deferral / active EE | $2,657 | $5,617-52.7% | $4,889-45.7% | $6,396-58.5% |
| Admin fee / account holder | $2,461 | $15,650-84.3% | $12,841-80.8% | $12,562-80.4% |