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 | $92,073 | $176,105-47.7% | $159,474-42.3% | $167,536-45.0% |
| Participation rate | 69.6% | 85.0%-15.4pp | 82.8%-13.3pp | 82.1%-12.5pp |
| Annual return | 19.76% | 331.91%-312.1pp | 263.68%-243.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,159 | $7,751-46.3% | $7,353-43.4% | $6,342-34.4% |
| Admin fee / account holder | $4,376 | $12,559-65.2% | $10,802-59.5% | $12,315-64.5% |