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 | $203,107 | $175,231+15.9% | $149,696+35.7% | $139,466+45.6% |
| Participation rate | 41.2% | 83.4%-42.2pp | 78.8%-37.6pp | 80.3%-39.2pp |
| Annual return | 16.31% | 166.77%-150.5pp | 134.46%-118.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $164 | $5,478-97.0% | $4,821-96.6% | $4,754-96.6% |
| Participant deferral / active EE | $6,289 | $6,521-3.6% | $5,682+10.7% | $6,712-6.3% |
| Admin fee / account holder | $15,079 | $16,155-6.7% | $13,212+14.1% | $11,409+32.2% |