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 | $18,789 | $176,105-89.3% | $159,474-88.2% | $167,536-88.8% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 21.59% | 331.91%-310.3pp | 263.68%-242.1pp | 478.82%-457.2pp |
| Employer contribution / active EE | $2,131 | $5,299-59.8% | $4,831-55.9% | $4,839-56.0% |
| Participant deferral / active EE | $3,151 | $7,751-59.3% | $7,353-57.1% | $6,342-50.3% |
| Admin fee / account holder | $615 | $12,559-95.1% | $10,802-94.3% | $12,315-95.0% |