Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $127,940 | $190,879-33.0% | $160,009-20.0% | $134,532-4.9% |
| Participation rate | 47.6% | 82.0%-34.3pp | 78.0%-30.4pp | 81.2%-33.6pp |
| Annual return | -16.47% | 552.63%-569.1pp | 408.85%-425.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,750 | $6,924-74.7% | $6,183-71.7% | $6,401-72.7% |
| Admin fee / account holder | $14,300 | $10,495+36.3% | $8,715+64.1% | $11,429+25.1% |