Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,599 | $88,702-47.5% | $81,780-43.0% | $145,978-68.1% |
| Participation rate | 31.8% | 75.0%-43.2pp | 72.4%-40.5pp | 80.3%-48.5pp |
| Annual return | 9.58% | 1029.12%-1019.5pp | 776.27%-766.7pp | 550.52%-540.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $982 | $4,645-78.9% | $4,321-77.3% | $6,690-85.3% |
| Admin fee / account holder | $2,001 | $8,414-76.2% | $7,384-72.9% | $13,400-85.1% |