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 | $15,485 | $102,385-84.9% | $147,080-89.5% | $80,935-80.9% |
| Participation rate | 66.2% | 75.9%-9.7pp | 82.2%-16.0pp | 67.7%-1.5pp |
| Annual return | 16.86% | 135.09%-118.2pp | 420.17%-403.3pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,411 | $3,717-62.0% | $4,933-71.4% | $2,757-48.8% |
| Participant deferral / active EE | $2,750 | $6,651-58.7% | $8,066-65.9% | $4,299-36.0% |
| Admin fee / account holder | $1,836 | $7,951-76.9% | $12,989-85.9% | $6,924-73.5% |