Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,298 | $102,828-85.1% | $105,387-85.5% | $152,897-90.0% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.6%-18.3pp | 82.5%-18.2pp |
| Annual return | 112.68% | 20.85%+91.8pp | 26.82%+85.9pp | 345.43%-232.8pp |
| Employer contribution / active EE | $2,108 | $4,473-52.9% | $4,213-50.0% | $4,764-55.7% |
| Participant deferral / active EE | $2,213 | $5,465-59.5% | $5,502-59.8% | $5,851-62.2% |
| Admin fee / account holder | $4,823 | $8,683-44.5% | $6,559-26.5% | $11,599-58.4% |