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.
Participant 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 | $110,181 | $125,237-12.0% | $105,608+4.3% | $145,877-24.5% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 175.71% | 225.76%-50.1pp | 116.50%+59.2pp | 551.28%-375.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,108 | $5,711-80.6% | $5,010-77.9% | $6,691-83.4% |
| Admin fee / account holder | $155,229 | $17,287+797.9% | $11,028+1307.6% | $13,402+1058.2% |