Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,537 | $65,423-91.5% | $98,477-94.4% | $85,856-93.6% |
| Participation rate | 57.7% | 65.0%-7.3pp | 73.3%-15.7pp | 69.3%-11.6pp |
| Annual return | 21.91% | 21.76%+0.2pp | 1493.59%-1471.7pp | 318.58%-296.7pp |
| Employer contribution / active EE | $841 | $2,168-61.2% | $2,961-71.6% | $2,565-67.2% |
| Participant deferral / active EE | $2,254 | $3,167-28.8% | $4,276-47.3% | $3,952-43.0% |
| Admin fee / account holder | $365 | $4,594-92.1% | $5,951-93.9% | $6,261-94.2% |