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 | $16,256 | $78,423-79.3% | $95,964-83.1% | $79,856-79.6% |
| Participation rate | 67.6% | 73.5%-5.9pp | 77.1%-9.5pp | 69.6%-2.1pp |
| Annual return | 294.64% | 19.37%+275.3pp | 91.64%+203.0pp | 31.71%+262.9pp |
| Employer contribution / active EE | $2,905 | $1,945+49.3% | $2,541+14.3% | $2,471+17.6% |
| Participant deferral / active EE | $4,236 | $3,440+23.1% | $4,167+1.7% | $3,741+13.2% |
| Admin fee / account holder | $376 | $5,622-93.3% | $6,797-94.5% | $5,306-92.9% |