Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,460 | $227,566-97.6% | $189,558-97.1% | $167,518-96.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.5%-18.5pp | 82.1%-22.1pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,587 | $5,316-70.2% | $4,412-64.0% | $4,838-67.2% |
| Participant deferral / active EE | $1,983 | $7,002-71.7% | $6,174-67.9% | $6,342-68.7% |
| Admin fee / account holder | $756 | $11,881-93.6% | $9,809-92.3% | $12,312-93.9% |