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 | $15,614 | $82,674-81.1% | $125,381-87.5% | $68,486-77.2% |
| Participation rate | 58.9% | 75.1%-16.1pp | 82.4%-23.5pp | 67.9%-9.0pp |
| Annual return | -19.14% | -5.97%-13.2pp | 572.31%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,542 | $3,382-54.4% | $4,815-68.0% | $2,597-40.6% |
| Participant deferral / active EE | $3,840 | $6,111-37.2% | $7,448-48.4% | $4,028-4.7% |
| Admin fee / account holder | $900 | $6,277-85.7% | $10,007-91.0% | $5,404-83.3% |