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 | $34,430 | $92,743-62.9% | $82,744-58.4% | $134,532-74.4% |
| Participation rate | 26.1% | 75.2%-49.1pp | 72.6%-46.5pp | 81.2%-55.1pp |
| Annual return | -14.27% | 946.63%-960.9pp | 702.22%-716.5pp | 418.27%-432.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,474 | $4,802-48.5% | $4,395-43.7% | $6,401-61.4% |
| Admin fee / account holder | $2,096 | $5,977-64.9% | $5,325-60.6% | $11,429-81.7% |