Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $69,778 | $180,459-61.3% | $154,108-54.7% | $135,380-48.5% |
| Participation rate | 38.9% | 87.4%-48.5pp | 83.0%-44.1pp | 82.6%-43.8pp |
| Annual return | 10.79% | 888.21%-877.4pp | 735.21%-724.4pp | 519.81%-509.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,918 | $5,806-49.7% | $5,081-42.6% | $5,609-48.0% |
| Admin fee / account holder | $1,345 | $16,145-91.7% | $13,411-90.0% | $10,828-87.6% |