Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,910 | $49,177-47.3% | $79,467-67.4% | $64,173-59.6% |
| Participation rate | 44.2% | 65.0%-20.8pp | 73.3%-29.1pp | 69.6%-25.4pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $869 | $2,821-69.2% | $3,704-76.5% | $3,470-74.9% |
| Admin fee / account holder | $305 | $3,839-92.1% | $5,104-94.0% | $4,887-93.8% |