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 | $89,430 | $39,798+124.7% | $67,704+32.1% | $59,633+50.0% |
| Participation rate | 4.7% | 57.4%-52.7pp | 67.5%-62.9pp | 68.7%-64.0pp |
| Annual return | -1.92% | 89.94%-91.9pp | 25.41%-27.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $85 | $1,393-93.9% | $2,559-96.7% | $2,203-96.2% |
| Participant deferral / active EE | $848 | $2,335-63.7% | $3,585-76.3% | $3,192-73.4% |
| Admin fee / account holder | $2,890 | $3,212-10.0% | $4,255-32.1% | $4,297-32.7% |