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 | $9,033 | $57,330-84.2% | $86,656-89.6% | $75,177-88.0% |
| Participation rate | 44.1% | 63.2%-19.1pp | 71.7%-27.6pp | 67.2%-23.1pp |
| Annual return | 26.83% | 2675.40%-2648.6pp | 593.09%-566.3pp | 160.75%-133.9pp |
| Employer contribution / active EE | $844 | $2,316-63.6% | $3,025-72.1% | $2,671-68.4% |
| Participant deferral / active EE | $1,750 | $3,320-47.3% | $4,439-60.6% | $4,126-57.6% |
| Admin fee / account holder | $1,543 | $4,115-62.5% | $5,619-72.5% | $5,651-72.7% |