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 | $26,607 | $75,962-65.0% | $154,111-82.7% | $64,173-58.5% |
| Participation rate | 18.1% | 70.4%-52.3pp | 83.0%-65.0pp | 69.6%-51.5pp |
| Annual return | -4.93% | 30.32%-35.3pp | 735.18%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $296 | $3,175-90.7% | $5,081-94.2% | $3,470-91.5% |
| Admin fee / account holder | $3,647 | $5,589-34.7% | $13,411-72.8% | $4,887-25.4% |