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 | $212,101 | $102,624+106.7% | $86,200+146.1% | $139,427+52.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 15.01% | 1922.69%-1907.7pp | 1168.58%-1153.6pp | 373.27%-358.3pp |
| Employer contribution / active EE | $0 | $3,033-100.0% | $2,381-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,451 | $4,676-47.6% | $3,986-38.5% | $6,711-63.5% |
| Admin fee / account holder | $3,213 | $8,658-62.9% | $6,853-53.1% | $11,404-71.8% |