Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,868 | $106,008-93.5% | $92,240-92.6% | $147,586-95.3% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 24.24% | 50.05%-25.8pp | 176.29%-152.1pp | 578.59%-554.4pp |
| Employer contribution / active EE | $1,464 | $4,333-66.2% | $3,680-60.2% | $4,876-70.0% |
| Participant deferral / active EE | $4,020 | $4,478-10.2% | $3,897+3.2% | $5,439-26.1% |
| Admin fee / account holder | $470 | $6,333-92.6% | $5,194-91.0% | $10,886-95.7% |