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 | $17,832 | $82,133-78.3% | $147,318-87.9% | $64,097-72.2% |
| Participation rate | 58.5% | 62.3%-3.8pp | 82.1%-23.6pp | 55.2%+3.3pp |
| Annual return | 874.49% | 78.78%+795.7pp | 70.43%+804.1pp | 34.64%+839.8pp |
| Employer contribution / active EE | $791 | $2,872-72.5% | $4,593-82.8% | $1,891-58.2% |
| Participant deferral / active EE | $2,619 | $5,407-51.6% | $7,906-66.9% | $3,080-14.9% |
| Admin fee / account holder | $441 | $3,730-88.2% | $13,708-96.8% | $3,454-87.2% |