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 | $49,733 | $82,674-39.8% | $125,358-60.3% | $68,498-27.4% |
| Participation rate | 18.4% | 75.0%-56.6pp | 82.4%-64.0pp | 67.9%-49.5pp |
| Annual return | -15.81% | -5.97%-9.8pp | 572.03%-587.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,832 | $6,111-53.7% | $7,447-62.0% | $4,027-29.7% |
| Admin fee / account holder | $12,956 | $6,276+106.4% | $10,007+29.5% | $5,403+139.8% |