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 | $111,061 | $165,399-32.9% | $149,745-25.8% | $158,982-30.1% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 9.86% | 348.34%-338.5pp | 276.72%-266.9pp | 302.99%-293.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,997 | $7,183-16.5% | $6,843-12.4% | $5,983+0.2% |
| Admin fee / account holder | $11,823 | $10,811+9.4% | $9,312+27.0% | $11,252+5.1% |