Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,160 | $176,688-92.6% | $130,660-89.9% | $152,909-91.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 11.63% | 2693.08%-2681.5pp | 1709.29%-1697.7pp | 345.46%-333.8pp |
| Employer contribution / active EE | $1,188 | $5,743-79.3% | $4,092-71.0% | $4,764-75.1% |
| Participant deferral / active EE | $3,883 | $4,362-11.0% | $3,603+7.8% | $5,851-33.6% |
| Admin fee / account holder | $2,384 | $7,131-66.6% | $5,463-56.4% | $11,601-79.4% |