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 | $101,139 | $60,119+68.2% | $90,430+11.8% | $79,858+26.6% |
| Participation rate | 59.0% | 65.0%-6.0pp | 72.7%-13.7pp | 69.6%-10.7pp |
| Annual return | 25.12% | 71.94%-46.8pp | 1293.73%-1268.6pp | 31.72%-6.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,872 | $2,938+65.8% | $3,963+22.9% | $3,740+30.3% |
| Admin fee / account holder | $9,884 | $3,976+148.6% | $5,613+76.1% | $5,306+86.3% |