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 | $173,063 | $123,750+39.8% | $69,611+148.6% | $145,877+18.6% |
| Participation rate | 31.3% | 69.2%-37.9pp | 66.4%-35.2pp | 80.3%-49.1pp |
| Annual return | 15.37% | 192.03%-176.7pp | 101.14%-85.8pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,575 | $4,243-62.9% | $2,891-45.5% | $6,691-76.5% |
| Admin fee / account holder | $821 | $7,817-89.5% | $4,696-82.5% | $13,402-93.9% |