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 | $99,344 | $109,411-9.2% | $89,435+11.1% | $158,982-37.5% |
| Participation rate | 42.1% | 74.3%-32.2pp | 68.0%-25.9pp | 82.0%-39.9pp |
| Annual return | 13.31% | 345.68%-332.4pp | 245.55%-232.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,700 | $4,600-63.0% | $3,890-56.3% | $5,983-71.6% |
| Admin fee / account holder | $4,277 | $6,159-30.5% | $4,884-12.4% | $11,252-62.0% |