Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $91,187 | $96,361-5.4% | $80,607+13.1% | $139,456-34.6% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 28.39% | 1350.95%-1322.6pp | 936.11%-907.7pp | 373.45%-345.1pp |
| Employer contribution / active EE | $796 | $3,262-75.6% | $2,724-70.8% | $4,753-83.3% |
| Participant deferral / active EE | $802 | $5,232-84.7% | $4,448-82.0% | $6,711-88.0% |
| Admin fee / account holder | $3,020 | $6,601-54.3% | $5,379-43.9% | $11,407-73.5% |