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 | $57,767 | $150,447-61.6% | $136,298-57.6% | $147,586-60.9% |
| Participation rate | 68.2% | 84.4%-16.2pp | 81.9%-13.7pp | 82.8%-14.6pp |
| Annual return | 16.70% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,549 | $6,631+13.8% | $6,247+20.8% | $5,439+38.8% |
| Admin fee / account holder | $8,354 | $10,906-23.4% | $9,244-9.6% | $10,886-23.3% |