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 | $219,918 | $148,582+48.0% | $135,942+61.8% | $139,456+57.7% |
| Participation rate | 29.4% | 83.9%-54.4pp | 81.9%-52.5pp | 80.3%-50.9pp |
| Annual return | 16.07% | 79.26%-63.2pp | 68.28%-52.2pp | 373.45%-357.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,458 | $8,101-45.0% | $7,759-42.5% | $6,711-33.6% |
| Admin fee / account holder | $26,417 | $12,402+113.0% | $10,764+145.4% | $11,407+131.6% |