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 | $15,533 | $65,703-76.4% | $94,228-83.5% | $59,633-74.0% |
| Participation rate | 61.1% | 72.1%-11.0pp | 78.8%-17.7pp | 68.7%-7.6pp |
| Annual return | 6.33% | 5.22%+1.1pp | 10.68%-4.4pp | 2041.40%-2035.1pp |
| Employer contribution / active EE | $719 | $2,021-64.4% | $3,587-80.0% | $2,203-67.4% |
| Participant deferral / active EE | $2,710 | $3,143-13.8% | $4,320-37.3% | $3,192-15.1% |
| Admin fee / account holder | $511 | $4,264-88.0% | $6,269-91.9% | $4,297-88.1% |