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 | $22,428 | $217,432-89.7% | $185,849-87.9% | $167,536-86.6% |
| Participation rate | 64.7% | 86.1%-21.3pp | 81.7%-17.0pp | 82.1%-17.4pp |
| Annual return | 20.27% | 148.42%-128.1pp | 122.10%-101.8pp | 478.82%-458.5pp |
| Employer contribution / active EE | $1,771 | $5,875-69.8% | $5,169-65.7% | $4,839-63.4% |
| Participant deferral / active EE | $3,907 | $6,357-38.5% | $5,569-29.8% | $6,342-38.4% |
| Admin fee / account holder | $874 | $19,818-95.6% | $16,244-94.6% | $12,315-92.9% |