Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,217 | $176,105-90.2% | $159,474-89.2% | $167,536-89.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.47% | 331.91%-314.4pp | 263.68%-246.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $2,128 | $5,299-59.9% | $4,831-56.0% | $4,839-56.0% |
| Participant deferral / active EE | $2,857 | $7,751-63.1% | $7,353-61.1% | $6,342-55.0% |
| Admin fee / account holder | $1,610 | $12,559-87.2% | $10,802-85.1% | $12,315-86.9% |