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 | $7,536 | $103,038-92.7% | $90,324-91.7% | $152,909-95.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 27.86% | 95.25%-67.4pp | 78.15%-50.3pp | 345.46%-317.6pp |
| Employer contribution / active EE | $1,275 | $3,141-59.4% | $2,856-55.3% | $4,764-73.2% |
| Participant deferral / active EE | $3,132 | $4,282-26.9% | $3,885-19.4% | $5,851-46.5% |
| Admin fee / account holder | $506 | $6,177-91.8% | $5,356-90.5% | $11,601-95.6% |