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 | $94,381 | $176,120-46.4% | $159,487-40.8% | $167,553-43.7% |
| Participation rate | 54.5% | 85.0%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 13.13% | 331.95%-318.8pp | 263.71%-250.6pp | 478.89%-465.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $802 | $7,752-89.6% | $7,354-89.1% | $6,343-87.3% |
| Admin fee / account holder | $3,414 | $12,561-72.8% | $10,804-68.4% | $12,316-72.3% |