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 | $176,480 | $102,382+72.4% | $147,005+20.1% | $80,874+118.2% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 13.94% | 134.89%-120.9pp | 418.76%-404.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $346 | $3,715-90.7% | $4,934-93.0% | $2,756-87.4% |
| Participant deferral / active EE | $2,859 | $6,646-57.0% | $8,070-64.6% | $4,297-33.5% |
| Admin fee / account holder | $10,867 | $7,942+36.8% | $13,006-16.5% | $6,935+56.7% |