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 | $2,253 | $183,516-98.8% | $155,534-98.6% | $145,884-98.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 8.81% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $127,338 | $5,315+2296.0% | $4,675+2624.0% | $4,662+2631.2% |
| Participant deferral / active EE | $66,520 | $6,467+928.7% | $5,630+1081.5% | $6,690+894.4% |
| Admin fee / account holder | $555,307 | $19,293+2778.2% | $15,900+3392.5% | $13,392+4046.6% |