Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,717 | $72,269-76.9% | $101,271-83.5% | $79,852-79.1% |
| Participation rate | 40.9% | 68.5%-27.6pp | 75.8%-34.9pp | 69.6%-28.8pp |
| Annual return | 24.55% | 22.29%+2.3pp | 46.48%-21.9pp | 31.72%-7.2pp |
| Employer contribution / active EE | $1,467 | $2,692-45.5% | $3,660-59.9% | $2,471-40.6% |
| Participant deferral / active EE | $1,802 | $3,282-45.1% | $4,371-58.8% | $3,740-51.8% |
| Admin fee / account holder | $1,128 | $4,401-74.4% | $5,948-81.0% | $5,306-78.7% |