Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,706 | $165,399-92.3% | $149,745-91.5% | $158,982-92.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 85.12% | 348.34%-263.2pp | 276.72%-191.6pp | 302.99%-217.9pp |
| Employer contribution / active EE | $2,388 | $5,105-53.2% | $4,646-48.6% | $4,763-49.9% |
| Participant deferral / active EE | $3,321 | $7,183-53.8% | $6,843-51.5% | $5,983-44.5% |
| Admin fee / account holder | $416 | $10,811-96.1% | $9,312-95.5% | $11,252-96.3% |