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 | $167,652 | $118,695+41.2% | $98,916+69.5% | $158,950+5.5% |
| Participation rate | 56.5% | 77.8%-21.3pp | 76.0%-19.5pp | 82.0%-25.4pp |
| Annual return | 14.78% | 372.39%-357.6pp | 196.45%-181.7pp | 302.91%-288.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,536 | $5,088-69.8% | $4,245-63.8% | $5,983-74.3% |
| Admin fee / account holder | $8,577 | $10,132-15.4% | $6,642+29.1% | $11,248-23.8% |