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 | $5,685 | $114,130-95.0% | $96,192-94.1% | $167,553-96.6% |
| Participation rate | 57.1% | 75.1%-17.9pp | 68.4%-11.3pp | 82.1%-25.0pp |
| Annual return | 14.31% | 190.07%-175.8pp | 192.09%-177.8pp | 478.89%-464.6pp |
| Employer contribution / active EE | $1,406 | $3,431-59.0% | $2,799-49.8% | $4,840-71.0% |
| Participant deferral / active EE | $1,515 | $5,198-70.9% | $4,351-65.2% | $6,343-76.1% |
| Admin fee / account holder | $1,285 | $6,901-81.4% | $5,539-76.8% | $12,316-89.6% |