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 | $16,730 | $112,933-85.2% | $90,970-81.6% | $158,982-89.5% |
| Participation rate | 65.2% | 74.7%-9.5pp | 69.0%-3.8pp | 82.0%-16.7pp |
| Annual return | 20.44% | 215.82%-195.4pp | 134.60%-114.2pp | 302.99%-282.5pp |
| Employer contribution / active EE | $1,951 | $2,893-32.6% | $2,122-8.1% | $4,763-59.0% |
| Participant deferral / active EE | $2,620 | $4,128-36.5% | $3,373-22.3% | $5,983-56.2% |
| Admin fee / account holder | $372 | $8,047-95.4% | $5,961-93.8% | $11,252-96.7% |