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 | $20,718 | $150,442-86.2% | $136,295-84.8% | $147,585-86.0% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 18.80% | 1049.09%-1030.3pp | 5155.97%-5137.2pp | 578.56%-559.8pp |
| Employer contribution / active EE | $2,977 | $5,256-43.4% | $4,695-36.6% | $4,876-38.9% |
| Participant deferral / active EE | $5,206 | $6,630-21.5% | $6,247-16.7% | $5,439-4.3% |
| Admin fee / account holder | $5,893 | $10,905-46.0% | $9,243-36.2% | $10,885-45.9% |