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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,129 | $82,630-79.3% | $64,105-73.3% | $125,393-86.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -2.15% | 1489.72%-1491.9pp | 791.24%-793.4pp | 282.23%-284.4pp |
| Employer contribution / active EE | $1,097 | $2,671-58.9% | $1,820-39.7% | $4,866-77.5% |
| Participant deferral / active EE | $2,044 | $3,608-43.4% | $2,822-27.6% | $5,351-61.8% |
| Admin fee / account holder | $379 | $6,382-94.1% | $4,499-91.6% | $9,541-96.0% |