Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,946 | $167,362-88.1% | $143,799-86.1% | $134,532-85.2% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | 190.45% | 0.47%+190.0pp | -0.04%+190.5pp | 418.27%-227.8pp |
| Employer contribution / active EE | $866 | $5,620-84.6% | $4,952-82.5% | $4,741-81.7% |
| Participant deferral / active EE | $4,481 | $6,447-30.5% | $5,638-20.5% | $6,401-30.0% |
| Admin fee / account holder | $676 | $18,094-96.3% | $14,677-95.4% | $11,429-94.1% |