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 | $19,919 | $91,536-78.2% | $130,062-84.7% | $75,177-73.5% |
| Participation rate | 58.3% | 71.5%-13.1pp | 78.5%-20.2pp | 67.2%-8.9pp |
| Annual return | 17.90% | -631.62%+649.5pp | -137.37%+155.3pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,984 | $2,845-30.3% | $4,322-54.1% | $2,671-25.7% |
| Participant deferral / active EE | $3,317 | $4,343-23.6% | $5,821-43.0% | $4,126-19.6% |
| Admin fee / account holder | $2,221 | $6,780-67.2% | $10,601-79.1% | $5,651-60.7% |