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 | $11,792 | $85,171-86.2% | $172,752-93.2% | $72,975-83.8% |
| Participation rate | 67.6% | 70.1%-2.4pp | 82.6%-15.0pp | 69.5%-1.8pp |
| Annual return | 57.74% | 27.32%+30.4pp | 802.97%-745.2pp | 81.01%-23.3pp |
| Employer contribution / active EE | $1,536 | $3,324-53.8% | $5,144-70.1% | $2,440-37.1% |
| Participant deferral / active EE | $2,621 | $3,260-19.6% | $5,198-49.6% | $3,608-27.4% |
| Admin fee / account holder | $1,148 | $5,880-80.5% | $13,955-91.8% | $5,124-77.6% |