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 | $138,792 | $138,102+0.5% | $125,381+10.7% | $134,532+3.2% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -16.25% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $802 | $5,245-84.7% | $4,815-83.3% | $4,741-83.1% |
| Participant deferral / active EE | $5,129 | $7,801-34.3% | $7,448-31.1% | $6,401-19.9% |
| Admin fee / account holder | $47,884 | $11,568+313.9% | $10,007+378.5% | $11,429+319.0% |