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 | $120,405 | $142,409-15.5% | $119,634+0.6% | $134,545-10.5% |
| Participation rate | 56.3% | 82.8%-26.6pp | 79.3%-23.0pp | 81.2%-25.0pp |
| Annual return | -13.36% | -12.46%-0.9pp | -14.98%+1.6pp | 418.37%-431.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,705 | $6,468-27.3% | $5,601-16.0% | $6,401-26.5% |
| Admin fee / account holder | $17,081 | $13,594+25.6% | $10,329+65.4% | $11,431+49.4% |