Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,274 | $84,236-90.2% | $170,439-95.1% | $70,124-88.2% |
| Participation rate | 67.4% | 70.8%-3.4pp | 83.6%-16.2pp | 69.5%-2.1pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,313 | $3,387-61.2% | $5,433-75.8% | $2,342-43.9% |
| Participant deferral / active EE | $2,598 | $3,086-15.8% | $4,939-47.4% | $3,332-22.0% |
| Admin fee / account holder | $1,629 | $5,698-71.4% | $13,881-88.3% | $4,645-64.9% |