Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,910 | $102,422-85.4% | $147,117-89.9% | $80,959-81.6% |
| Participation rate | 64.1% | 75.9%-11.7pp | 82.2%-18.1pp | 67.7%-3.5pp |
| Annual return | 19.61% | 135.16%-115.5pp | 420.54%-400.9pp | 35.67%-16.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,616 | $6,652-15.6% | $8,065-30.4% | $4,300+30.6% |
| Admin fee / account holder | $2,181 | $7,953-72.6% | $12,993-83.2% | $6,925-68.5% |