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 | $199,510 | $150,447+32.6% | $136,298+46.4% | $147,586+35.2% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 16.11% | 1049.15%-1033.0pp | 5156.27%-5140.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $969 | $5,256-81.6% | $4,696-79.4% | $4,876-80.1% |
| Participant deferral / active EE | $1,478 | $6,631-77.7% | $6,247-76.3% | $5,439-72.8% |
| Admin fee / account holder | $13,616 | $10,906+24.9% | $9,244+47.3% | $10,886+25.1% |