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.
Participant 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 | $90,153 | $217,432-58.5% | $185,849-51.5% | $167,536-46.2% |
| Participation rate | 20.0% | 86.1%-66.1pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 9.86% | 148.42%-138.6pp | 122.10%-112.2pp | 478.82%-469.0pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,298 | $6,357-79.6% | $5,569-76.7% | $6,342-79.5% |
| Admin fee / account holder | $2,698 | $19,818-86.4% | $16,244-83.4% | $12,315-78.1% |