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 | $14,749 | $159,934-90.8% | $147,005-90.0% | $145,959-89.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.55% | 98.24%-82.7pp | 418.76%-403.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $1,434 | $5,287-72.9% | $4,934-70.9% | $4,661-69.2% |
| Participant deferral / active EE | $7,007 | $8,427-16.9% | $8,070-13.2% | $6,689+4.8% |
| Admin fee / account holder | $2,653 | $15,053-82.4% | $13,006-79.6% | $13,398-80.2% |