Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,537 | $58,275-95.6% | $81,844-96.9% | $80,935-96.9% |
| Participation rate | 60.5% | 63.5%-2.9pp | 72.4%-11.9pp | 67.7%-7.1pp |
| Annual return | 14.89% | 41.82%-26.9pp | 778.87%-764.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $909 | $3,285-72.3% | $4,323-79.0% | $4,299-78.9% |
| Admin fee / account holder | $1,192 | $4,749-74.9% | $7,355-83.8% | $6,924-82.8% |