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 | $9,152 | $106,280-91.4% | $96,538-90.5% | $139,487-93.4% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 67.96% | 38.48%+29.5pp | 35.74%+32.2pp | 373.84%-305.9pp |
| Employer contribution / active EE | $1,184 | $4,107-71.2% | $3,740-68.3% | $4,755-75.1% |
| Participant deferral / active EE | $1,922 | $5,457-64.8% | $4,880-60.6% | $6,713-71.4% |
| Admin fee / account holder | $555 | $7,888-93.0% | $6,737-91.8% | $11,407-95.1% |