Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,426 | $175,231-95.2% | $149,696-94.4% | $139,466-94.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 31.08% | 166.77%-135.7pp | 134.46%-103.4pp | 373.66%-342.6pp |
| Employer contribution / active EE | $3,360 | $5,478-38.7% | $4,821-30.3% | $4,754-29.3% |
| Participant deferral / active EE | $10,344 | $6,521+58.6% | $5,682+82.1% | $6,712+54.1% |
| Admin fee / account holder | $320 | $16,155-98.0% | $13,212-97.6% | $11,409-97.2% |