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 | $13,651 | $160,028-91.5% | $147,080-90.7% | $145,884-90.6% |
| Participation rate | 47.1% | 84.0%-37.0pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,728 | $5,286-67.3% | $4,933-65.0% | $4,662-62.9% |
| Participant deferral / active EE | $4,623 | $8,422-45.1% | $8,066-42.7% | $6,690-30.9% |
| Admin fee / account holder | $391 | $15,030-97.4% | $12,989-97.0% | $13,392-97.1% |