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 | $17,071 | $92,219-81.5% | $76,767-77.8% | $135,380-87.4% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -7.14% | 5.46%-12.6pp | 2.43%-9.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,433 | $3,216-55.4% | $2,485-42.3% | $4,779-70.0% |
| Participant deferral / active EE | $3,471 | $4,508-23.0% | $3,852-9.9% | $5,609-38.1% |
| Admin fee / account holder | $2,340 | $10,749-78.2% | $6,675-64.9% | $10,828-78.4% |