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 | $119,520 | $107,363+11.3% | $92,909+28.6% | $152,897-21.8% |
| Participation rate | 26.7% | 79.8%-53.1pp | 76.0%-49.3pp | 82.5%-55.8pp |
| Annual return | 24.32% | 145.63%-121.3pp | 109.44%-85.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $419 | $4,848-91.4% | $4,238-90.1% | $5,851-92.8% |
| Admin fee / account holder | $6,087 | $7,082-14.0% | $5,795+5.0% | $11,599-47.5% |