Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,707 | $97,550-78.8% | $120,344-82.8% | $87,485-76.3% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 19.91% | 18.41%+1.5pp | 20.30%-0.4pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,137 | $2,291-50.3% | $3,020-62.3% | $2,596-56.2% |
| Participant deferral / active EE | $2,956 | $4,230-30.1% | $5,135-42.4% | $4,274-30.8% |
| Admin fee / account holder | $641 | $9,543-93.3% | $12,742-95.0% | $7,775-91.8% |