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 | $157,810 | $211,946-25.5% | $169,452-6.9% | $135,379+16.6% |
| Participation rate | 40.9% | 82.6%-41.7pp | 77.8%-36.9pp | 82.6%-41.7pp |
| Annual return | -7.10% | 3.26%-10.4pp | 1.83%-8.9pp | 519.79%-526.9pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,708 | $6,075-39.0% | $5,277-29.7% | $5,609-33.9% |
| Admin fee / account holder | $2,677 | $11,472-76.7% | $9,110-70.6% | $10,828-75.3% |