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 | $19,401 | $197,819-90.2% | $155,789-87.5% | $125,389-84.5% |
| Participation rate | 55.6% | 82.1%-26.5pp | 76.1%-20.5pp | 83.2%-27.6pp |
| Annual return | -2.24% | 86.73%-89.0pp | 71.54%-73.8pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,373 | $5,631-40.1% | $4,798-29.7% | $5,352-37.0% |
| Admin fee / account holder | $1,278 | $9,544-86.6% | $7,477-82.9% | $9,541-86.6% |