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 | $23,570 | $150,447-84.3% | $136,298-82.7% | $147,586-84.0% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 10.74% | 1049.15%-1038.4pp | 5156.27%-5145.5pp | 578.59%-567.9pp |
| Employer contribution / active EE | $3,238 | $5,256-38.4% | $4,696-31.0% | $4,876-33.6% |
| Participant deferral / active EE | $4,954 | $6,631-25.3% | $6,247-20.7% | $5,439-8.9% |
| Admin fee / account holder | $36,648 | $10,906+236.0% | $9,244+296.5% | $10,886+236.7% |