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 | $23,235 | $57,305-59.5% | $86,640-73.2% | $75,173-69.1% |
| Participation rate | 21.4% | 63.2%-41.8pp | 71.7%-50.3pp | 67.2%-45.8pp |
| Annual return | 20.38% | 2674.24%-2653.9pp | 592.52%-572.1pp | 160.72%-140.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,276 | $3,320-61.6% | $4,438-71.3% | $4,126-69.1% |
| Admin fee / account holder | $1,000 | $4,116-75.7% | $5,616-82.2% | $5,651-82.3% |