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 | $18,680 | $150,412-87.6% | $120,574-84.5% | $145,884-87.2% |
| Participation rate | 63.6% | 78.8%-15.2pp | 71.9%-8.3pp | 80.3%-16.7pp |
| Annual return | 18.17% | 154.50%-136.3pp | 107.42%-89.3pp | 551.85%-533.7pp |
| Employer contribution / active EE | $1,349 | $4,355-69.0% | $3,471-61.1% | $4,662-71.1% |
| Participant deferral / active EE | $2,789 | $6,175-54.8% | $4,996-44.2% | $6,690-58.3% |
| Admin fee / account holder | $411 | $12,224-96.6% | $9,445-95.7% | $13,392-96.9% |