Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,456 | $135,956-87.2% | $123,894-85.9% | $273,972-93.6% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 1941.40% | 56.63%+1884.8pp | 47.52%+1893.9pp | 41.46%+1899.9pp |
| Employer contribution / active EE | $8,006 | $5,170+54.9% | $4,617+73.4% | $4,869+64.4% |
| Participant deferral / active EE | $2,633 | $6,343-58.5% | $5,984-56.0% | $5,287-50.2% |
| Admin fee / account holder | $307 | $9,817-96.9% | $8,357-96.3% | $10,133-97.0% |