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 | $13,603 | $80,812-83.2% | $160,784-91.5% | $82,448-83.5% |
| Participation rate | 63.9% | 66.2%-2.3pp | 77.0%-13.1pp | 68.1%-4.2pp |
| Annual return | 71.80% | 100.59%-28.8pp | 1803.92%-1732.1pp | 41.64%+30.2pp |
| Employer contribution / active EE | $1,142 | $2,174-47.5% | $3,733-69.4% | $2,551-55.2% |
| Participant deferral / active EE | $2,069 | $4,335-52.3% | $6,293-67.1% | $4,139-50.0% |
| Admin fee / account holder | $368 | $7,695-95.2% | $9,717-96.2% | $7,234-94.9% |