Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,376 | $176,105-94.1% | $159,474-93.5% | $167,536-93.8% |
| Participation rate | 59.1% | 85.0%-25.9pp | 82.8%-23.7pp | 82.1%-23.0pp |
| Annual return | 24.56% | 331.91%-307.4pp | 263.68%-239.1pp | 478.82%-454.3pp |
| Employer contribution / active EE | $1,052 | $5,299-80.1% | $4,831-78.2% | $4,839-78.3% |
| Participant deferral / active EE | $3,257 | $7,751-58.0% | $7,353-55.7% | $6,342-48.7% |
| Admin fee / account holder | $2,839 | $12,559-77.4% | $10,802-73.7% | $12,315-76.9% |