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 | $35,869 | $65,423-45.2% | $98,477-63.6% | $85,856-58.2% |
| Participation rate | 54.5% | 65.0%-10.5pp | 73.3%-18.8pp | 69.3%-14.8pp |
| Annual return | 14.06% | 21.76%-7.7pp | 1493.59%-1479.5pp | 318.58%-304.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,961 | $3,167+119.8% | $4,276+62.8% | $3,952+76.1% |
| Admin fee / account holder | $10,197 | $4,594+122.0% | $5,951+71.3% | $6,261+62.9% |