Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,947 | $105,200-82.0% | $159,474-88.1% | $85,847-77.9% |
| Participation rate | 63.8% | 75.8%-12.0pp | 82.8%-19.0pp | 69.3%-5.5pp |
| Annual return | 115.03% | 45.08%+70.0pp | 263.68%-148.6pp | 318.61%-203.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,561 | $5,946+44.0% | $7,353+16.4% | $3,952+116.6% |
| Admin fee / account holder | $3,225 | $6,934-53.5% | $10,802-70.1% | $6,261-48.5% |