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 | $49,333 | $54,357-9.2% | $82,706-40.4% | $68,495-28.0% |
| Participation rate | 26.7% | 63.9%-37.3pp | 72.6%-45.9pp | 67.9%-41.2pp |
| Annual return | -17.48% | -13.67%-3.8pp | 701.76%-719.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,573 | $3,246-51.6% | $4,394-64.2% | $4,028-61.0% |
| Admin fee / account holder | $498 | $4,396-88.7% | $5,329-90.6% | $5,403-90.8% |