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 | $11,234 | $175,259-93.6% | $149,723-92.5% | $139,487-91.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 30.58% | 166.82%-136.2pp | 134.50%-103.9pp | 373.84%-343.3pp |
| Employer contribution / active EE | $1,189 | $5,478-78.3% | $4,821-75.3% | $4,755-75.0% |
| Participant deferral / active EE | $3,198 | $6,522-51.0% | $5,682-43.7% | $6,713-52.4% |
| Admin fee / account holder | $485 | $16,158-97.0% | $13,215-96.3% | $11,407-95.8% |