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 | $136,306 | $135,645+0.5% | $110,243+23.6% | $135,379+0.7% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -8.30% | 513.24%-521.5pp | 314.76%-323.1pp | 519.79%-528.1pp |
| Employer contribution / active EE | $822 | $4,907-83.3% | $3,827-78.5% | $4,779-82.8% |
| Participant deferral / active EE | $3,542 | $5,507-35.7% | $4,672-24.2% | $5,609-36.9% |
| Admin fee / account holder | $23,083 | $11,458+101.5% | $8,548+170.0% | $10,828+113.2% |