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 | $219,284 | $102,429+114.1% | $147,096+49.1% | $80,925+171.0% |
| Participation rate | 60.3% | 75.9%-15.5pp | 82.2%-21.9pp | 67.7%-7.3pp |
| Annual return | 14.64% | 135.02%-120.4pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,945 | $6,649-10.6% | $8,071-26.3% | $4,299+38.3% |
| Admin fee / account holder | $22,149 | $7,957+178.4% | $13,005+70.3% | $6,940+219.1% |