Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,100 | $57,330-84.1% | $86,656-89.5% | $75,177-87.9% |
| Participation rate | 61.8% | 63.2%-1.4pp | 71.7%-9.9pp | 67.2%-5.4pp |
| Annual return | 24.52% | 2675.40%-2650.9pp | 593.09%-568.6pp | 160.75%-136.2pp |
| Employer contribution / active EE | $336 | $2,316-85.5% | $3,025-88.9% | $2,671-87.4% |
| Participant deferral / active EE | $2,063 | $3,320-37.9% | $4,439-53.5% | $4,126-50.0% |
| Admin fee / account holder | $305 | $4,115-92.6% | $5,619-94.6% | $5,651-94.6% |