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 | $5,914 | $77,901-92.4% | $149,717-96.1% | $75,181-92.1% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 172.91% | 31.73%+141.2pp | 134.41%+38.5pp | 160.69%+12.2pp |
| Employer contribution / active EE | $599 | $3,137-80.9% | $4,820-87.6% | $2,671-77.6% |
| Participant deferral / active EE | $874 | $3,411-74.4% | $5,682-84.6% | $4,126-78.8% |
| Admin fee / account holder | $584 | $5,949-90.2% | $13,213-95.6% | $5,650-89.7% |