Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,920 | $85,171-90.7% | $172,753-95.4% | $72,976-89.1% |
| Participation rate | 38.3% | 70.1%-31.8pp | 82.6%-44.3pp | 69.5%-31.2pp |
| Annual return | 627.54% | 27.32%+600.2pp | 803.00%-175.5pp | 81.02%+546.5pp |
| Employer contribution / active EE | $406 | $3,324-87.8% | $5,144-92.1% | $2,440-83.4% |
| Participant deferral / active EE | $1,599 | $3,260-50.9% | $5,198-69.2% | $3,608-55.7% |
| Admin fee / account holder | $1,070 | $5,880-81.8% | $13,956-92.3% | $5,124-79.1% |