Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,565 | $183,592-92.1% | $155,574-90.6% | $145,877-90.0% |
| Participation rate | 13.6% | 82.7%-69.1pp | 78.2%-64.6pp | 80.3%-66.7pp |
| Annual return | 10.38% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,458 | $5,317-53.8% | $4,676-47.4% | $4,663-47.3% |
| Participant deferral / active EE | $3,915 | $6,466-39.4% | $5,629-30.4% | $6,691-41.5% |
| Admin fee / account holder | $2,629 | $19,316-86.4% | $15,914-83.5% | $13,402-80.4% |