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 | $55,474 | $55,4700% | $155,556-64.3% | $74,478-25.5% |
| Participation rate | 14.5% | 61.9%-47.4pp | 78.2%-63.7pp | 67.2%-52.7pp |
| Annual return | 11.65% | 269.80%-258.1pp | 64.84%-53.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,214 | $2,838-57.2% | $5,631-78.4% | $4,350-72.1% |
| Admin fee / account holder | $2,266 | $1,744+29.9% | $15,885-85.7% | $1,946+16.5% |