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 | $16,117 | $116,203-86.1% | $93,621-82.8% | $152,897-89.5% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.8%-29.7pp | 82.5%-36.3pp |
| Annual return | 122.77% | 35.96%+86.8pp | 32.76%+90.0pp | 345.43%-222.7pp |
| Employer contribution / active EE | $938 | $3,219-70.8% | $2,719-65.5% | $4,764-80.3% |
| Participant deferral / active EE | $8,550 | $4,605+85.7% | $4,070+110.1% | $5,851+46.1% |
| Admin fee / account holder | $1,055 | $10,751-90.2% | $7,890-86.6% | $11,599-90.9% |