Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,208 | $101,672-71.3% | $147,117-80.1% | $74,478-60.8% |
| Participation rate | 34.9% | 75.5%-40.6pp | 82.2%-47.3pp | 67.2%-32.3pp |
| Annual return | 14.82% | 8757.83%-8743.0pp | 420.54%-405.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,371 | $7,305-53.9% | $8,065-58.2% | $4,350-22.5% |
| Admin fee / account holder | $3,064 | $1,753+74.8% | $12,993-76.4% | $1,946+57.5% |