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 | $217,134 | $226,090-4.0% | $182,531+19.0% | $152,885+42.0% |
| Participation rate | 61.9% | 82.5%-20.6pp | 78.0%-16.1pp | 82.5%-20.5pp |
| Annual return | 19.30% | 192.57%-173.3pp | 148.57%-129.3pp | 345.39%-326.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,626 | $6,369+4.0% | $5,525+19.9% | $5,851+13.3% |
| Admin fee / account holder | $5,363 | $10,705-49.9% | $8,593-37.6% | $11,598-53.8% |