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 | $45,107 | $97,732-53.8% | $83,831-46.2% | $135,380-66.7% |
| Participation rate | 61.1% | 80.0%-18.8pp | 76.1%-15.0pp | 82.6%-21.5pp |
| Annual return | -6.19% | 1287.56%-1293.7pp | 850.99%-857.2pp | 519.81%-526.0pp |
| Employer contribution / active EE | $537 | $4,222-87.3% | $3,631-85.2% | $4,779-88.8% |
| Participant deferral / active EE | $3,345 | $4,683-28.6% | $4,082-18.1% | $5,609-40.4% |
| Admin fee / account holder | $5,209 | $6,675-22.0% | $5,479-4.9% | $10,828-51.9% |