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 | $15,784 | $102,393-84.6% | $147,041-89.3% | $80,911-80.5% |
| Participation rate | 33.3% | 75.9%-42.5pp | 82.2%-48.8pp | 67.6%-34.3pp |
| Annual return | 15.29% | 134.95%-119.7pp | 419.21%-403.9pp | 35.63%-20.3pp |
| Employer contribution / active EE | $1,501 | $3,715-59.6% | $4,935-69.6% | $2,756-45.5% |
| Participant deferral / active EE | $2,831 | $6,647-57.4% | $8,071-64.9% | $4,297-34.1% |
| Admin fee / account holder | $3,994 | $7,943-49.7% | $13,006-69.3% | $6,935-42.4% |