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 | $37,807 | $149,040-74.6% | $120,225-68.6% | $137,256-72.5% |
| Participation rate | 44.4% | 75.4%-31.0pp | 69.6%-25.1pp | 80.0%-35.5pp |
| Annual return | 10.33% | 605.68%-595.4pp | 439.23%-428.9pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,533 | $4,655-45.6% | $3,999-36.7% | $6,407-60.5% |
| Admin fee / account holder | $15,976 | $6,348+151.7% | $5,696+180.5% | $12,270+30.2% |