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 | $44,938 | $77,817-42.3% | $123,553-63.6% | $64,173-30.0% |
| Participation rate | 54.5% | 74.7%-20.2pp | 82.3%-27.7pp | 69.6%-15.0pp |
| Annual return | -0.61% | 12.49%-13.1pp | 119.21%-119.8pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,468 | $5,240-52.9% | $6,426-61.6% | $3,470-28.9% |
| Admin fee / account holder | $2,379 | $5,519-56.9% | $9,284-74.4% | $4,887-51.3% |