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 | $91,842 | $110,093-16.6% | $97,295-5.6% | $145,897-37.1% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 12.63% | 244.76%-232.1pp | 75.62%-63.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $105 | $3,077-96.6% | $2,723-96.1% | $4,663-97.7% |
| Participant deferral / active EE | $2,363 | $4,678-49.5% | $4,264-44.6% | $6,689-64.7% |
| Admin fee / account holder | $388 | $6,212-93.8% | $5,646-93.1% | $13,390-97.1% |