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 | $104,412 | $185,225-43.6% | $142,898-26.9% | $167,553-37.7% |
| Participation rate | 55.0% | 78.5%-23.5pp | 72.0%-17.0pp | 82.1%-27.1pp |
| Annual return | 16.05% | 8558.12%-8542.1pp | 5639.64%-5623.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,115 | $4,496+13.8% | $3,838+33.2% | $6,343-19.4% |
| Admin fee / account holder | $29,191 | $8,032+263.4% | $6,560+345.0% | $12,316+137.0% |