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 | $196,236 | $150,447+30.4% | $136,298+44.0% | $147,586+33.0% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 13.92% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $760 | $5,256-85.5% | $4,696-83.8% | $4,876-84.4% |
| Participant deferral / active EE | $7,602 | $6,631+14.6% | $6,247+21.7% | $5,439+39.8% |
| Admin fee / account holder | $26,027 | $10,906+138.6% | $9,244+181.6% | $10,886+139.1% |