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 | $7,486 | $156,927-95.2% | $121,169-93.8% | $139,456-94.6% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 21.33% | 1475.85%-1454.5pp | 986.71%-965.4pp | 373.45%-352.1pp |
| Employer contribution / active EE | $928 | $5,542-83.2% | $4,168-77.7% | $4,753-80.5% |
| Participant deferral / active EE | $928 | $4,848-80.9% | $4,083-77.3% | $6,711-86.2% |
| Admin fee / account holder | $464 | $6,946-93.3% | $5,645-91.8% | $11,407-95.9% |