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 | $14,082 | $58,391-75.9% | $76,657-81.6% | $72,975-80.7% |
| Participation rate | 64.8% | 67.4%-2.6pp | 72.1%-7.3pp | 69.5%-4.7pp |
| Annual return | 54.11% | 2306.65%-2252.5pp | 1166.74%-1112.6pp | 81.01%-26.9pp |
| Employer contribution / active EE | $2,937 | $1,787+64.4% | $2,303+27.6% | $2,440+20.4% |
| Participant deferral / active EE | $4,469 | $2,690+66.1% | $3,335+34.0% | $3,608+23.9% |
| Admin fee / account holder | $935 | $4,014-76.7% | $6,423-85.4% | $5,124-81.8% |