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 | $77,402 | $101,653-23.9% | $147,080-47.4% | $74,459+4.0% |
| Participation rate | 29.2% | 75.6%-46.4pp | 82.2%-53.0pp | 67.2%-38.1pp |
| Annual return | 13.13% | 8754.98%-8741.9pp | 420.17%-407.0pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,967 | $7,304-32.0% | $8,066-38.4% | $4,350+14.2% |
| Admin fee / account holder | $12,301 | $1,752+602.3% | $12,989-5.3% | $1,945+532.5% |