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 | $62,116 | $69,012-10.0% | $160,009-61.2% | $68,486-9.3% |
| Participation rate | 60.3% | 65.4%-5.1pp | 78.0%-17.7pp | 67.9%-7.6pp |
| Annual return | -13.19% | -9.65%-3.5pp | 408.85%-422.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $372 | $2,212-83.2% | $4,225-91.2% | $2,597-85.7% |
| Participant deferral / active EE | $4,630 | $4,212+9.9% | $6,183-25.1% | $4,028+15.0% |
| Admin fee / account holder | $1,589 | $4,798-66.9% | $8,715-81.8% | $5,404-70.6% |