Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,168 | $190,862-97.8% | $159,991-97.4% | $134,509-96.9% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,916 | $6,924-43.4% | $6,183-36.7% | $6,400-38.8% |
| Admin fee / account holder | $947 | $10,495-91.0% | $8,715-89.1% | $11,427-91.7% |