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 | $199,737 | $106,008+88.4% | $92,240+116.5% | $147,586+35.3% |
| Participation rate | 35.0% | 80.4%-45.4pp | 76.5%-41.5pp | 82.8%-47.8pp |
| Annual return | 14.34% | 50.05%-35.7pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $664 | $4,333-84.7% | $3,680-82.0% | $4,876-86.4% |
| Participant deferral / active EE | $2,111 | $4,478-52.9% | $3,897-45.8% | $5,439-61.2% |
| Admin fee / account holder | $15,124 | $6,333+138.8% | $5,194+191.2% | $10,886+38.9% |