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 | $11,409 | $190,916-94.0% | $160,037-92.9% | $134,545-91.5% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -18.97% | 552.79%-571.8pp | 408.95%-427.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,115 | $4,996-77.7% | $4,226-73.6% | $4,742-76.5% |
| Participant deferral / active EE | $2,329 | $6,925-66.4% | $6,184-62.3% | $6,401-63.6% |
| Admin fee / account holder | $1,462 | $10,497-86.1% | $8,716-83.2% | $11,431-87.2% |