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 | $11,398 | $85,171-86.6% | $172,752-93.4% | $72,975-84.4% |
| Participation rate | 63.5% | 70.1%-6.5pp | 82.6%-19.1pp | 69.5%-5.9pp |
| Annual return | 55.92% | 27.32%+28.6pp | 802.97%-747.1pp | 81.01%-25.1pp |
| Employer contribution / active EE | $512 | $3,324-84.6% | $5,144-90.0% | $2,440-79.0% |
| Participant deferral / active EE | $1,305 | $3,260-60.0% | $5,198-74.9% | $3,608-63.8% |
| Admin fee / account holder | $705 | $5,880-88.0% | $13,955-94.9% | $5,124-86.2% |