Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,712 | $176,105-94.5% | $159,474-93.9% | $167,536-94.2% |
| Participation rate | 68.8% | 85.0%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 28.37% | 331.91%-303.5pp | 263.68%-235.3pp | 478.82%-450.4pp |
| Employer contribution / active EE | $1,420 | $5,299-73.2% | $4,831-70.6% | $4,839-70.7% |
| Participant deferral / active EE | $3,612 | $7,751-53.4% | $7,353-50.9% | $6,342-43.0% |
| Admin fee / account holder | $404 | $12,559-96.8% | $10,802-96.3% | $12,315-96.7% |