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 | $59,980 | $69,252-13.4% | $64,099-6.4% | $139,456-57.0% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 97.70% | 45.89%+51.8pp | 33.70%+64.0pp | 373.45%-275.8pp |
| Employer contribution / active EE | $6,587 | $3,184+106.9% | $2,748+139.7% | $4,753+38.6% |
| Participant deferral / active EE | $280 | $4,683-94.0% | $3,881-92.8% | $6,711-95.8% |
| Admin fee / account holder | $2,090 | $4,248-50.8% | $3,070-31.9% | $11,407-81.7% |