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 | $46,953 | $101,283-53.6% | $75,826-38.1% | $135,379-65.3% |
| Participation rate | 55.0% | 72.7%-17.7pp | 68.2%-13.2pp | 82.6%-27.6pp |
| Annual return | -8.14% | 3384.62%-3392.8pp | 1914.15%-1922.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,038 | $3,469-41.3% | $2,862-28.8% | $5,609-63.7% |
| Admin fee / account holder | $6,549 | $6,539+0.2% | $4,726+38.6% | $10,828-39.5% |