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 | $28,333 | $87,733-67.7% | $106,555-73.4% | $85,847-67.0% |
| Participation rate | 50.0% | 71.9%-21.9pp | 76.1%-26.1pp | 69.3%-19.3pp |
| Annual return | 18.55% | 21.86%-3.3pp | 26.80%-8.3pp | 318.61%-300.1pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,177 | $3,469-37.3% | $4,399-50.5% | $3,952-44.9% |
| Admin fee / account holder | $1,061 | $6,767-84.3% | $7,408-85.7% | $6,261-83.1% |