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 | $13,889 | $138,075-89.9% | $123,552-88.8% | $135,379-89.7% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -2.75% | 153.70%-156.4pp | 119.20%-122.0pp | 519.79%-522.5pp |
| Employer contribution / active EE | $1,383 | $5,152-73.2% | $4,628-70.1% | $4,779-71.1% |
| Participant deferral / active EE | $4,281 | $6,800-37.0% | $6,426-33.4% | $5,609-23.7% |
| Admin fee / account holder | $22,463 | $10,917+105.8% | $9,285+141.9% | $10,828+107.5% |