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.
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 | $59,822 | $91,525-34.6% | $130,026-54.0% | $75,181-20.4% |
| Participation rate | 23.7% | 71.4%-47.8pp | 78.5%-54.8pp | 67.2%-43.5pp |
| Annual return | 20.91% | -631.40%+652.3pp | -137.26%+158.2pp | 160.69%-139.8pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,516 | $4,342-42.1% | $5,821-56.8% | $4,126-39.0% |
| Admin fee / account holder | $311 | $6,778-95.4% | $10,608-97.1% | $5,650-94.5% |