Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,813 | $102,385-86.5% | $147,080-90.6% | $80,935-82.9% |
| Participation rate | 57.4% | 75.9%-18.5pp | 82.2%-24.8pp | 67.7%-10.3pp |
| Annual return | 54.00% | 135.09%-81.1pp | 420.17%-366.2pp | 35.66%+18.3pp |
| Employer contribution / active EE | $2,094 | $3,717-43.7% | $4,933-57.6% | $2,757-24.0% |
| Participant deferral / active EE | $3,004 | $6,651-54.8% | $8,066-62.8% | $4,299-30.1% |
| Admin fee / account holder | $931 | $7,951-88.3% | $12,989-92.8% | $6,924-86.6% |