Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,111 | $69,774-76.9% | $67,575-76.2% | $74,459-78.4% |
| Participation rate | 50.5% | 71.4%-20.9pp | 72.9%-22.4pp | 67.2%-16.8pp |
| Annual return | 16.35% | -40.53%+56.9pp | 3528.98%-3512.6pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $983 | $2,710-63.7% | $2,736-64.1% | $2,626-62.6% |
| Participant deferral / active EE | $1,636 | $3,636-55.0% | $4,003-59.1% | $4,350-62.4% |
| Admin fee / account holder | $633 | $890-28.9% | $3,993-84.1% | $1,945-67.5% |