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 | $37,885 | $75,832-50.0% | $147,617-74.3% | $59,633-36.5% |
| Participation rate | 58.8% | 71.6%-12.7pp | 84.6%-25.8pp | 68.7%-9.8pp |
| Annual return | -1.30% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $251 | $3,485-92.8% | $5,564-95.5% | $2,203-88.6% |
| Participant deferral / active EE | $1,334 | $3,131-57.4% | $4,895-72.8% | $3,192-58.2% |
| Admin fee / account holder | $805 | $5,986-86.5% | $11,612-93.1% | $4,297-81.3% |