Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,102 | $152,612-94.7% | $125,192-93.5% | $152,897-94.7% |
| Participation rate | 22.2% | 83.3%-61.1pp | 79.8%-57.6pp | 82.5%-60.2pp |
| Annual return | 26.44% | 54.85%-28.4pp | 43.79%-17.3pp | 345.43%-319.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,613 | $5,868-38.4% | $4,937-26.8% | $5,851-38.2% |
| Admin fee / account holder | $474 | $13,437-96.5% | $9,704-95.1% | $11,599-95.9% |