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 | $22,982 | $152,612-84.9% | $125,192-81.6% | $152,897-85.0% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 20.52% | 54.85%-34.3pp | 43.79%-23.3pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,521 | $4,947-69.3% | $3,866-60.7% | $4,764-68.1% |
| Participant deferral / active EE | $2,006 | $5,868-65.8% | $4,937-59.4% | $5,851-65.7% |
| Admin fee / account holder | $1,924 | $13,437-85.7% | $9,704-80.2% | $11,599-83.4% |