Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,718 | $94,031-92.9% | $115,768-94.2% | $82,448-91.9% |
| Participation rate | 67.9% | 70.4%-2.5pp | 74.4%-6.5pp | 68.1%-0.2pp |
| Annual return | 14.42% | 20.61%-6.2pp | 100.46%-86.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $905 | $2,323-61.1% | $2,940-69.2% | $2,551-64.5% |
| Participant deferral / active EE | $2,001 | $3,972-49.6% | $4,917-59.3% | $4,139-51.7% |
| Admin fee / account holder | $2,143 | $10,249-79.1% | $12,439-82.8% | $7,234-70.4% |