Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $133,110 | $180,462-26.2% | $154,111-13.6% | $135,379-1.7% |
| Participation rate | 43.8% | 87.4%-43.7pp | 83.0%-39.3pp | 82.6%-38.9pp |
| Annual return | -6.36% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $555 | $6,036-90.8% | $5,298-89.5% | $4,779-88.4% |
| Participant deferral / active EE | $2,805 | $5,806-51.7% | $5,081-44.8% | $5,609-50.0% |
| Admin fee / account holder | $5,317 | $16,145-67.1% | $13,411-60.4% | $10,828-50.9% |