Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $77,763 | $101,672-23.5% | $147,117-47.1% | $74,478+4.4% |
| Participation rate | 42.2% | 75.5%-33.3pp | 82.2%-39.9pp | 67.2%-25.0pp |
| Annual return | 26.98% | 8757.83%-8730.8pp | 420.54%-393.6pp | 1370.56%-1343.6pp |
| Employer contribution / active EE | $292 | $3,813-92.3% | $4,932-94.1% | $2,626-88.9% |
| Participant deferral / active EE | $3,800 | $7,305-48.0% | $8,065-52.9% | $4,350-12.6% |
| Admin fee / account holder | $11,905 | $1,753+579.0% | $12,993-8.4% | $1,946+511.8% |