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 | $83,855 | $138,072-39.3% | $123,549-32.1% | $135,382-38.1% |
| Participation rate | 64.7% | 84.7%-20.0pp | 82.3%-17.6pp | 82.6%-17.9pp |
| Annual return | -3.31% | 153.69%-157.0pp | 119.20%-122.5pp | 519.77%-523.1pp |
| Employer contribution / active EE | $493 | $5,152-90.4% | $4,628-89.4% | $4,779-89.7% |
| Participant deferral / active EE | $2,791 | $6,799-58.9% | $6,426-56.6% | $5,609-50.2% |
| Admin fee / account holder | $1,861 | $10,917-83.0% | $9,284-80.0% | $10,829-82.8% |