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 | $236,131 | $166,268+42.0% | $165,100+43.0% | $145,897+61.8% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.6%-37.0pp | 80.3%-38.6pp |
| Annual return | 14.59% | 100.52%-85.9pp | 70.21%-55.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,984 | $6,964-57.2% | $6,035-50.6% | $6,689-55.4% |
| Admin fee / account holder | $3,597 | $16,659-78.4% | $12,696-71.7% | $13,390-73.1% |