Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,696 | $64,612-49.4% | $86,439-62.2% | $64,814-49.6% |
| Participation rate | 37.2% | 81.5%-44.3pp | 80.3%-43.2pp | 71.5%-34.3pp |
| Annual return | 83.86% | 0.66%+83.2pp | 4395.55%-4311.7pp | 32.84%+51.0pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,841 | $7,497-22.1% | $6,952-16.0% | $4,310+35.5% |
| Admin fee / account holder | $1,333 | $169+688.5% | $6,732-80.2% | $188+609.8% |