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 | $13,831 | $32,117-56.9% | $71,086-80.5% | $64,173-78.4% |
| Participation rate | 18.6% | 42.7%-24.1pp | 54.7%-36.0pp | 69.6%-51.0pp |
| Annual return | -4.14% | -5.57%+1.4pp | 650.59%-654.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $53 | $712-92.6% | $1,088-95.2% | $2,381-97.8% |
| Participant deferral / active EE | $537 | $1,263-57.5% | $1,874-71.4% | $3,470-84.5% |
| Admin fee / account holder | $411 | $2,759-85.1% | $3,082-86.7% | $4,887-91.6% |