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 | $16,783 | $150,447-88.8% | $136,298-87.7% | $147,586-88.6% |
| Participation rate | 57.9% | 84.4%-26.5pp | 81.9%-24.0pp | 82.8%-24.9pp |
| Annual return | 19.16% | 1049.15%-1030.0pp | 5156.27%-5137.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $983 | $5,256-81.3% | $4,696-79.1% | $4,876-79.8% |
| Participant deferral / active EE | $2,609 | $6,631-60.7% | $6,247-58.2% | $5,439-52.0% |
| Admin fee / account holder | $2,305 | $10,906-78.9% | $9,244-75.1% | $10,886-78.8% |