Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $112,393 | $30,437+269.3% | $56,033+100.6% | $74,459+50.9% |
| Participation rate | 1.7% | 32.9%-31.1pp | 52.5%-50.8pp | 67.2%-65.5pp |
| Annual return | 11.30% | 24.96%-13.7pp | 1711.38%-1700.1pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $34 | $610-94.4% | $1,041-96.7% | $2,626-98.7% |
| Participant deferral / active EE | $264 | $1,176-77.5% | $1,954-86.5% | $4,350-93.9% |
| Admin fee / account holder | $8,355 | $2,363+253.6% | $2,827+195.5% | $1,945+329.6% |