Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,549 | $162,821-83.7% | $133,978-80.2% | $158,982-83.3% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 26.05% | 41.95%-15.9pp | 45.10%-19.0pp | 302.99%-276.9pp |
| Employer contribution / active EE | $2,083 | $4,976-58.1% | $3,919-46.8% | $4,763-56.3% |
| Participant deferral / active EE | $4,621 | $5,910-21.8% | $5,047-8.4% | $5,983-22.8% |
| Admin fee / account holder | $721 | $11,742-93.9% | $8,930-91.9% | $11,252-93.6% |