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.
Participant 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 | $8,152 | $26,549-69.3% | $61,399-86.7% | $66,930-87.8% |
| Participation rate | 9.8% | 38.1%-28.2pp | 52.6%-42.7pp | 69.8%-60.0pp |
| Annual return | -18.43% | -16.21%-2.2pp | 338.81%-357.2pp | 1.57%-20.0pp |
| Employer contribution / active EE | $148 | $651-77.2% | $1,159-87.2% | $2,545-94.2% |
| Participant deferral / active EE | $238 | $1,338-82.2% | $2,124-88.8% | $4,238-94.4% |
| Admin fee / account holder | $3,364 | $409+723.3% | $2,131+57.9% | $593+466.9% |