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 | $122,317 | $138,102-11.4% | $125,381-2.4% | $134,532-9.1% |
| Participation rate | 21.4% | 84.5%-63.1pp | 82.4%-61.0pp | 81.2%-59.8pp |
| Annual return | -11.56% | 750.73%-762.3pp | 572.31%-583.9pp | 418.27%-429.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,230 | $7,801-71.4% | $7,448-70.1% | $6,401-65.2% |
| Admin fee / account holder | $2,020 | $11,568-82.5% | $10,007-79.8% | $11,429-82.3% |