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 | $42,739 | $95,915-55.4% | $79,580-46.3% | $134,532-68.2% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -18.74% | -2.71%-16.0pp | 0.15%-18.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,626 | $4,693-65.4% | $3,985-59.2% | $6,401-74.6% |
| Admin fee / account holder | $3,736 | $9,132-59.1% | $6,835-45.3% | $11,429-67.3% |