Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,368 | $138,076-91.8% | $123,553-90.8% | $135,380-91.6% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -8.07% | 153.70%-161.8pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $1,034 | $5,152-79.9% | $4,628-77.7% | $4,779-78.4% |
| Participant deferral / active EE | $2,209 | $6,800-67.5% | $6,426-65.6% | $5,609-60.6% |
| Admin fee / account holder | $1,395 | $10,917-87.2% | $9,284-85.0% | $10,828-87.1% |