Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,387 | $78,707-14.4% | $117,861-42.8% | $70,126-3.9% |
| Participation rate | 43.3% | 73.2%-29.9pp | 79.7%-36.3pp | 69.5%-26.2pp |
| Annual return | 135.08% | 23.30%+111.8pp | 335.11%-200.0pp | 73.15%+61.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,449 | $3,297+65.2% | $4,482+21.6% | $3,332+63.5% |
| Admin fee / account holder | $2,201 | $5,066-56.5% | $8,021-72.6% | $4,645-52.6% |