Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,474 | $176,120-91.2% | $159,487-90.3% | $167,553-90.8% |
| Participation rate | 58.3% | 85.0%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 25.89% | 331.95%-306.1pp | 263.71%-237.8pp | 478.89%-453.0pp |
| Employer contribution / active EE | $1,844 | $5,299-65.2% | $4,831-61.8% | $4,840-61.9% |
| Participant deferral / active EE | $4,551 | $7,752-41.3% | $7,354-38.1% | $6,343-28.2% |
| Admin fee / account holder | $1,465 | $12,561-88.3% | $10,804-86.4% | $12,316-88.1% |