Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,107 | $74,661-74.4% | $160,784-88.1% | $67,986-71.9% |
| Participation rate | 47.2% | 57.1%-9.9pp | 77.0%-29.7pp | 57.2%-10.0pp |
| Annual return | 17.74% | 28.83%-11.1pp | 1803.92%-1786.2pp | 31.67%-13.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,594 | $3,681-56.7% | $6,293-74.7% | $3,358-52.5% |
| Admin fee / account holder | $603 | $3,959-84.8% | $9,717-93.8% | $3,203-81.2% |