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 | $17,826 | $175,231-89.8% | $149,696-88.1% | $139,466-87.2% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 36.02% | 166.77%-130.8pp | 134.46%-98.4pp | 373.66%-337.6pp |
| Employer contribution / active EE | $1,559 | $5,478-71.5% | $4,821-67.7% | $4,754-67.2% |
| Participant deferral / active EE | $3,195 | $6,521-51.0% | $5,682-43.8% | $6,712-52.4% |
| Admin fee / account holder | $1,076 | $16,155-93.3% | $13,212-91.9% | $11,409-90.6% |