Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,763 | $75,962-52.9% | $154,111-76.8% | $64,173-44.3% |
| Participation rate | 21.6% | 70.4%-48.8pp | 83.0%-61.4pp | 69.6%-47.9pp |
| Annual return | -6.44% | 30.32%-36.8pp | 735.18%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,389 | $3,175-56.3% | $5,081-72.7% | $3,470-60.0% |
| Admin fee / account holder | $2,231 | $5,589-60.1% | $13,411-83.4% | $4,887-54.4% |