Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,969 | $56,431-80.6% | $130,788-91.6% | $87,485-87.5% |
| Participation rate | 25.9% | 58.9%-33.0pp | 70.1%-44.2pp | 68.9%-43.0pp |
| Annual return | 20.89% | 91.27%-70.4pp | 386.44%-365.6pp | 26.06%-5.2pp |
| Employer contribution / active EE | $543 | $1,549-64.9% | $3,558-84.7% | $2,596-79.1% |
| Participant deferral / active EE | $848 | $2,749-69.1% | $4,137-79.5% | $4,274-80.1% |
| Admin fee / account holder | $2,333 | $4,433-47.4% | $6,673-65.0% | $7,775-70.0% |