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 | $5,052 | $111,787-95.5% | $93,681-94.6% | $145,978-96.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 10.01% | 203.52%-193.5pp | 133.47%-123.5pp | 550.52%-540.5pp |
| Employer contribution / active EE | $1,883 | $3,093-39.1% | $2,422-22.2% | $4,662-59.6% |
| Participant deferral / active EE | $1,887 | $4,918-61.6% | $4,415-57.3% | $6,690-71.8% |
| Admin fee / account holder | $1,138 | $10,256-88.9% | $8,290-86.3% | $13,400-91.5% |