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 | $8,411 | $60,139-86.0% | $90,461-90.7% | $79,856-89.5% |
| Participation rate | 56.7% | 65.0%-8.3pp | 72.7%-16.0pp | 69.6%-13.0pp |
| Annual return | 19.42% | 71.96%-52.5pp | 1294.76%-1275.3pp | 31.71%-12.3pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $778 | $2,939-73.5% | $3,964-80.4% | $3,741-79.2% |
| Admin fee / account holder | $584 | $3,978-85.3% | $5,617-89.6% | $5,306-89.0% |