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 | $18,100 | $89,367-79.7% | $141,191-87.2% | $72,975-75.2% |
| Participation rate | 61.1% | 75.1%-14.0pp | 82.5%-21.4pp | 69.5%-8.4pp |
| Annual return | 92.44% | 111.87%-19.4pp | 71.41%+21.0pp | 81.01%+11.4pp |
| Employer contribution / active EE | $2,240 | $3,115-28.1% | $4,736-52.7% | $2,440-8.2% |
| Participant deferral / active EE | $3,825 | $5,419-29.4% | $6,710-43.0% | $3,608+6.0% |
| Admin fee / account holder | $6,805 | $5,957+14.2% | $10,264-33.7% | $5,124+32.8% |