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 | $80,116 | $39,798+101.3% | $67,704+18.3% | $59,633+34.3% |
| Participation rate | 10.4% | 57.4%-46.9pp | 67.5%-57.1pp | 68.7%-58.3pp |
| Annual return | 5.73% | 89.94%-84.2pp | 25.41%-19.7pp | 2041.45%-2035.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $382 | $2,335-83.6% | $3,585-89.3% | $3,192-88.0% |
| Admin fee / account holder | $5,620 | $3,212+75.0% | $4,255+32.1% | $4,297+30.8% |