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 | $58,301 | $104,544-44.2% | $76,657-23.9% | $152,897-61.9% |
| Participation rate | 40.0% | 76.6%-36.6pp | 72.1%-32.1pp | 82.5%-42.5pp |
| Annual return | 30.03% | 1014.36%-984.3pp | 1166.74%-1136.7pp | 345.43%-315.4pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,173 | $4,236-48.7% | $3,335-34.8% | $5,851-62.9% |
| Admin fee / account holder | $2,194 | $12,286-82.1% | $6,423-65.8% | $11,599-81.1% |