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 | $132,783 | $138,078-3.8% | $125,363+5.9% | $134,509-1.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -17.65% | 750.49%-768.1pp | 572.15%-589.8pp | 418.13%-435.8pp |
| Employer contribution / active EE | $817 | $5,245-84.4% | $4,815-83.0% | $4,741-82.8% |
| Participant deferral / active EE | $8,688 | $7,800+11.4% | $7,447+16.7% | $6,400+35.7% |
| Admin fee / account holder | $22,381 | $11,566+93.5% | $10,005+123.7% | $11,427+95.9% |