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 | $15,603 | $117,895-86.8% | $102,460-84.8% | $145,897-89.3% |
| Participation rate | 38.1% | 78.6%-40.5pp | 76.5%-38.4pp | 80.3%-42.2pp |
| Annual return | 453.87% | 31.92%+421.9pp | 29.47%+424.4pp | 552.29%-98.4pp |
| Employer contribution / active EE | $1,554 | $3,619-57.1% | $3,025-48.6% | $4,663-66.7% |
| Participant deferral / active EE | $2,984 | $5,736-48.0% | $5,056-41.0% | $6,689-55.4% |
| Admin fee / account holder | $2,667 | $13,353-80.0% | $9,460-71.8% | $13,390-80.1% |