Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,230 | $152,612-94.6% | $125,192-93.4% | $152,897-94.6% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 15.95% | 54.85%-38.9pp | 43.79%-27.8pp | 345.43%-329.5pp |
| Employer contribution / active EE | $1,516 | $4,947-69.4% | $3,866-60.8% | $4,764-68.2% |
| Participant deferral / active EE | $2,602 | $5,868-55.7% | $4,937-47.3% | $5,851-55.5% |
| Admin fee / account holder | $573 | $13,437-95.7% | $9,704-94.1% | $11,599-95.1% |