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.
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 | $121,123 | $176,105-31.2% | $159,474-24.0% | $167,536-27.7% |
| Participation rate | 45.5% | 85.0%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 14.45% | 331.91%-317.5pp | 263.68%-249.2pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,078 | $7,751-21.6% | $7,353-17.3% | $6,342-4.2% |
| Admin fee / account holder | $1,485 | $12,559-88.2% | $10,802-86.3% | $12,315-87.9% |