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 | $81,249 | $160,070-49.2% | $147,117-44.8% | $145,897-44.3% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.2%-46.5pp | 80.3%-44.6pp |
| Annual return | 10.10% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,446 | $5,285-72.6% | $4,932-70.7% | $4,663-69.0% |
| Participant deferral / active EE | $1,982 | $8,419-76.5% | $8,065-75.4% | $6,689-70.4% |
| Admin fee / account holder | $2,069 | $15,035-86.2% | $12,993-84.1% | $13,390-84.5% |