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 | $108,089 | $90,467+19.5% | $93,759+15.3% | $134,509-19.6% |
| Participation rate | 61.1% | 82.0%-20.9pp | 81.0%-19.9pp | 81.2%-20.1pp |
| Annual return | -19.23% | -15.72%-3.5pp | -11.33%-7.9pp | 418.13%-437.4pp |
| Employer contribution / active EE | $463 | $4,345-89.3% | $4,324-89.3% | $4,741-90.2% |
| Participant deferral / active EE | $4,213 | $5,980-29.6% | $6,096-30.9% | $6,400-34.2% |
| Admin fee / account holder | $2,865 | $9,258-69.1% | $7,197-60.2% | $11,427-74.9% |