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 | $46,693 | $45,566+2.5% | $64,105-27.2% | $59,633-21.7% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | -1.43% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,481 | $2,057-28.0% | $2,822-47.5% | $3,192-53.6% |
| Admin fee / account holder | $2,932 | $3,268-10.3% | $4,499-34.8% | $4,297-31.8% |