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 | $17,036 | $150,447-88.7% | $136,298-87.5% | $147,586-88.5% |
| Participation rate | 45.0% | 84.4%-39.4pp | 81.9%-36.9pp | 82.8%-37.8pp |
| Annual return | 15.01% | 1049.15%-1034.1pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,346 | $6,631-49.5% | $6,247-46.4% | $5,439-38.5% |
| Admin fee / account holder | $2,112 | $10,906-80.6% | $9,244-77.2% | $10,886-80.6% |