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.
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 | $36,263 | $51,226-29.2% | $82,744-56.2% | $66,938-45.8% |
| Participation rate | 24.0% | 67.9%-43.9pp | 72.6%-48.6pp | 69.8%-45.8pp |
| Annual return | -14.36% | -9.61%-4.8pp | 702.22%-716.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $712 | $2,612-72.7% | $3,008-76.3% | $2,545-72.0% |
| Participant deferral / active EE | $637 | $3,460-81.6% | $4,395-85.5% | $4,238-85.0% |
| Admin fee / account holder | $635 | $416+52.8% | $5,325-88.1% | $594+7.0% |