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 | $89,965 | $101,539-11.4% | $147,041-38.8% | $74,400+20.9% |
| Participation rate | 38.2% | 75.5%-37.4pp | 82.2%-44.0pp | 67.2%-29.1pp |
| Annual return | 23.65% | 8740.84%-8717.2pp | 419.21%-395.6pp | 1367.51%-1343.9pp |
| Employer contribution / active EE | $7,088 | $3,811+86.0% | $4,935+43.6% | $2,624+170.1% |
| Participant deferral / active EE | $43 | $7,304-99.4% | $8,071-99.5% | $4,348-99.0% |
| Admin fee / account holder | $12,218 | $1,749+598.4% | $13,006-6.1% | $1,944+528.6% |