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.
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 | $13,559 | $85,766-84.2% | $136,297-90.1% | $70,124-80.7% |
| Participation rate | 61.5% | 74.2%-12.6pp | 81.9%-20.4pp | 69.5%-8.0pp |
| Annual return | 32.17% | 31.45%+0.7pp | 5156.19%-5124.0pp | 73.14%-41.0pp |
| Employer contribution / active EE | $578 | $2,966-80.5% | $4,696-87.7% | $2,342-75.3% |
| Participant deferral / active EE | $4,456 | $5,051-11.8% | $6,247-28.7% | $3,332+33.7% |
| Admin fee / account holder | $509 | $5,420-90.6% | $9,244-94.5% | $4,645-89.0% |