Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,755 | $91,198-92.6% | $178,503-96.2% | $79,856-91.5% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 31.19% | 24.20%+7.0pp | 151.12%-119.9pp | 31.71%-0.5pp |
| Employer contribution / active EE | $664 | $3,257-79.6% | $5,011-86.7% | $2,471-73.1% |
| Participant deferral / active EE | $1,337 | $3,237-58.7% | $5,202-74.3% | $3,741-64.3% |
| Admin fee / account holder | $540 | $6,748-92.0% | $13,987-96.1% | $5,306-89.8% |