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 | $135,569 | $45,566+197.5% | $64,105+111.5% | $59,633+127.3% |
| Participation rate | 52.0% | 60.2%-8.2pp | 68.2%-16.2pp | 68.7%-16.7pp |
| Annual return | -0.06% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,279 | $2,057-37.8% | $2,822-54.7% | $3,192-59.9% |
| Admin fee / account holder | $17,737 | $3,268+442.8% | $4,499+294.2% | $4,297+312.8% |