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 | $94,706 | $106,005-10.7% | $92,239+2.7% | $147,585-35.8% |
| Participation rate | 47.8% | 80.4%-32.6pp | 76.5%-28.7pp | 82.8%-35.0pp |
| Annual return | 15.00% | 50.05%-35.1pp | 176.29%-161.3pp | 578.58%-563.6pp |
| Employer contribution / active EE | $195 | $4,333-95.5% | $3,680-94.7% | $4,876-96.0% |
| Participant deferral / active EE | $1,835 | $4,478-59.0% | $3,897-52.9% | $5,439-66.3% |
| Admin fee / account holder | $515 | $6,333-91.9% | $5,194-90.1% | $10,886-95.3% |