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 | $218,076 | $202,342+7.8% | $172,753+26.2% | $152,909+42.6% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 19.78% | 1029.88%-1010.1pp | 803.00%-783.2pp | 345.46%-325.7pp |
| Employer contribution / active EE | $978 | $5,857-83.3% | $5,144-81.0% | $4,764-79.5% |
| Participant deferral / active EE | $2,632 | $5,948-55.8% | $5,198-49.4% | $5,851-55.0% |
| Admin fee / account holder | $4,039 | $17,112-76.4% | $13,956-71.1% | $11,601-65.2% |