Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,462 | $69,518-46.1% | $59,887-37.4% | $135,379-72.3% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.7%-30.3pp | 82.6%-38.2pp |
| Annual return | -6.39% | 7.95%-14.3pp | 3.46%-9.9pp | 519.79%-526.2pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $999 | $4,204-76.2% | $3,402-70.6% | $5,609-82.2% |
| Admin fee / account holder | $2,519 | $5,734-56.1% | $3,591-29.9% | $10,828-76.7% |