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 | $10,463 | $111,785-90.6% | $93,669-88.8% | $145,877-92.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 10.03% | 203.79%-193.8pp | 133.59%-123.6pp | 551.28%-541.3pp |
| Employer contribution / active EE | $833 | $3,096-73.1% | $2,424-65.6% | $4,663-82.1% |
| Participant deferral / active EE | $1,428 | $4,919-71.0% | $4,416-67.7% | $6,691-78.7% |
| Admin fee / account holder | $3,559 | $10,256-65.3% | $8,291-57.1% | $13,402-73.4% |