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 | $10,380 | $44,850-76.9% | $60,547-82.9% | $59,633-82.6% |
| Participation rate | 51.2% | 59.5%-8.3pp | 68.0%-16.8pp | 68.7%-17.5pp |
| Annual return | 9.50% | 1074.14%-1064.6pp | 335.64%-326.1pp | 2041.45%-2031.9pp |
| Employer contribution / active EE | $1,025 | $1,462-29.9% | $2,419-57.6% | $2,203-53.5% |
| Participant deferral / active EE | $1,239 | $2,230-44.4% | $3,328-62.8% | $3,192-61.2% |
| Admin fee / account holder | $684 | $3,635-81.2% | $4,536-84.9% | $4,297-84.1% |