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.
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 | $92,026 | $57,330+60.5% | $86,656+6.2% | $75,177+22.4% |
| Participation rate | 35.7% | 63.2%-27.5pp | 71.7%-36.0pp | 67.2%-31.5pp |
| Annual return | 26.34% | 2675.40%-2649.1pp | 593.09%-566.8pp | 160.75%-134.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,118 | $3,320+24.0% | $4,439-7.2% | $4,126-0.2% |
| Admin fee / account holder | $839 | $4,115-79.6% | $5,619-85.1% | $5,651-85.2% |