Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,337 | $202,342-94.9% | $172,753-94.0% | $152,909-93.2% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 36.54% | 1029.88%-993.3pp | 803.00%-766.5pp | 345.46%-308.9pp |
| Employer contribution / active EE | $1,417 | $5,857-75.8% | $5,144-72.5% | $4,764-70.3% |
| Participant deferral / active EE | $2,716 | $5,948-54.3% | $5,198-47.7% | $5,851-53.6% |
| Admin fee / account holder | $516 | $17,112-97.0% | $13,956-96.3% | $11,601-95.6% |