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 | $51,065 | $49,177+3.8% | $79,466-35.7% | $64,173-20.4% |
| Participation rate | 55.4% | 65.0%-9.6pp | 73.3%-17.9pp | 69.6%-14.2pp |
| Annual return | -4.57% | -1.16%-3.4pp | 718.28%-722.9pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,783 | $2,821-36.8% | $3,704-51.9% | $3,470-48.6% |
| Admin fee / account holder | $7,727 | $3,839+101.3% | $5,104+51.4% | $4,887+58.1% |