Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,523 | $98,776-90.4% | $149,745-93.6% | $79,856-88.1% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.5%-21.4pp | 69.6%-8.5pp |
| Annual return | 45.67% | 27.38%+18.3pp | 276.72%-231.1pp | 31.71%+14.0pp |
| Employer contribution / active EE | $1,135 | $3,217-64.7% | $4,646-75.6% | $2,471-54.1% |
| Participant deferral / active EE | $3,047 | $5,681-46.4% | $6,843-55.5% | $3,741-18.6% |
| Admin fee / account holder | $617 | $6,053-89.8% | $9,312-93.4% | $5,306-88.4% |