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 | $193,842 | $100,938+92.0% | $90,461+114.3% | $158,982+21.9% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.7%-8.0pp | 82.0%-17.3pp |
| Annual return | 13.65% | 1727.20%-1713.6pp | 1294.76%-1281.1pp | 302.99%-289.3pp |
| Employer contribution / active EE | $3,405 | $3,691-7.8% | $3,264+4.3% | $4,763-28.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,830 | $6,510-25.8% | $5,617-14.0% | $11,252-57.1% |