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 | $8,233 | $176,688-95.3% | $130,660-93.7% | $152,885-94.6% |
| Participation rate | 15.8% | 79.0%-63.2pp | 71.7%-56.0pp | 82.5%-66.7pp |
| Annual return | 17.45% | 2693.08%-2675.6pp | 1709.29%-1691.8pp | 345.39%-327.9pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $506 | $4,362-88.4% | $3,603-86.0% | $5,851-91.4% |
| Admin fee / account holder | $1,389 | $7,131-80.5% | $5,463-74.6% | $11,598-88.0% |