Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,137 | $69,774-78.3% | $67,575-77.6% | $74,459-79.7% |
| Participation rate | 28.0% | 71.4%-43.4pp | 72.9%-44.9pp | 67.2%-39.2pp |
| Annual return | 15.56% | -40.53%+56.1pp | 3528.98%-3513.4pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,465 | $3,636-59.7% | $4,003-63.4% | $4,350-66.3% |
| Admin fee / account holder | $2,617 | $890+194.1% | $3,993-34.5% | $1,945+34.6% |