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 | $98,314 | $82,674+18.9% | $125,381-21.6% | $68,486+43.6% |
| Participation rate | 57.6% | 75.1%-17.5pp | 82.4%-24.8pp | 67.9%-10.3pp |
| Annual return | -17.62% | -5.97%-11.7pp | 572.31%-589.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,344 | $6,111+3.8% | $7,448-14.8% | $4,028+57.5% |
| Admin fee / account holder | $522 | $6,277-91.7% | $10,007-94.8% | $5,404-90.3% |