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 | $56,730 | $75,935-25.3% | $60,547-6.3% | $125,389-54.8% |
| Participation rate | 63.6% | 76.5%-12.9pp | 68.0%-4.3pp | 83.2%-19.6pp |
| Annual return | -1.41% | -5.38%+4.0pp | 335.64%-337.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,155 | $4,506-30.0% | $3,328-5.2% | $5,352-41.0% |
| Admin fee / account holder | $884 | $6,768-86.9% | $4,536-80.5% | $9,541-90.7% |