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 | $22,342 | $209,422-89.3% | $178,503-87.5% | $158,982-85.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 10.03% | 188.81%-178.8pp | 151.12%-141.1pp | 302.99%-293.0pp |
| Employer contribution / active EE | $2,281 | $5,707-60.0% | $5,011-54.5% | $4,763-52.1% |
| Participant deferral / active EE | $2,968 | $5,955-50.2% | $5,202-42.9% | $5,983-50.4% |
| Admin fee / account holder | $6,558 | $17,079-61.6% | $13,987-53.1% | $11,252-41.7% |