Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,481 | $105,200-61.5% | $159,474-74.6% | $85,847-52.8% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.8%-15.1pp | 69.3%-1.6pp |
| Annual return | 14.77% | 45.08%-30.3pp | 263.68%-248.9pp | 318.61%-303.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,539 | $5,946+43.6% | $7,353+16.1% | $3,952+116.1% |
| Admin fee / account holder | $1,982 | $6,934-71.4% | $10,802-81.6% | $6,261-68.3% |