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 | $71,700 | $48,274+48.5% | $63,244+13.4% | $59,633+20.2% |
| Participation rate | 25.3% | 66.3%-41.1pp | 71.0%-45.8pp | 68.7%-43.4pp |
| Annual return | -0.46% | -240.79%+240.3pp | -70.31%+69.8pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,713 | $2,343-26.9% | $2,953-42.0% | $3,192-46.3% |
| Admin fee / account holder | $3,341 | $3,600-7.2% | $5,893-43.3% | $4,297-22.3% |