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 | $50,123 | $75,832-33.9% | $147,617-66.0% | $59,633-15.9% |
| Participation rate | 34.3% | 71.6%-37.3pp | 84.6%-50.3pp | 68.7%-34.4pp |
| Annual return | -0.71% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $243 | $3,485-93.0% | $5,564-95.6% | $2,203-89.0% |
| Participant deferral / active EE | $1,475 | $3,131-52.9% | $4,895-69.9% | $3,192-53.8% |
| Admin fee / account holder | $352 | $5,986-94.1% | $11,612-97.0% | $4,297-91.8% |