Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,085 | $154,193-87.0% | $130,045-84.6% | $139,466-85.6% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 27.56% | 32.51%-5.0pp | -137.30%+164.9pp | 373.66%-346.1pp |
| Employer contribution / active EE | $2,566 | $5,292-51.5% | $4,321-40.6% | $4,754-46.0% |
| Participant deferral / active EE | $4,646 | $6,709-30.7% | $5,820-20.2% | $6,712-30.8% |
| Admin fee / account holder | $2,505 | $13,989-82.1% | $10,600-76.4% | $11,409-78.0% |