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 | $29,394 | $101,653-71.1% | $147,080-80.0% | $74,459-60.5% |
| Participation rate | 67.5% | 75.6%-8.0pp | 82.2%-14.6pp | 67.2%+0.3pp |
| Annual return | 23.61% | 8754.98%-8731.4pp | 420.17%-396.6pp | 1369.70%-1346.1pp |
| Employer contribution / active EE | $2,975 | $3,813-22.0% | $4,933-39.7% | $2,626+13.3% |
| Participant deferral / active EE | $6,101 | $7,304-16.5% | $8,066-24.4% | $4,350+40.3% |
| Admin fee / account holder | $1,438 | $1,752-17.9% | $12,989-88.9% | $1,945-26.0% |