Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,721 | $105,145-89.8% | $94,664-88.7% | $139,466-92.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 61.62% | 38.09%+23.5pp | 156.84%-95.2pp | 373.66%-312.0pp |
| Employer contribution / active EE | $1,627 | $4,107-60.4% | $3,673-55.7% | $4,754-65.8% |
| Participant deferral / active EE | $2,748 | $7,599-63.8% | $7,417-63.0% | $6,712-59.1% |
| Admin fee / account holder | $786 | $8,972-91.2% | $7,222-89.1% | $11,409-93.1% |