Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $129,265 | $180,749-28.5% | $160,784-19.6% | $137,256-5.8% |
| Participation rate | 47.4% | 80.0%-32.6pp | 77.0%-29.6pp | 80.0%-32.6pp |
| Annual return | 15.53% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,229 | $6,844-67.4% | $6,293-64.6% | $6,407-65.2% |
| Admin fee / account holder | $1,759 | $10,397-83.1% | $9,717-81.9% | $12,270-85.7% |