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 | $17,788 | $48,364-63.2% | $71,796-75.2% | $62,881-71.7% |
| Participation rate | 23.1% | 60.6%-37.5pp | 69.1%-46.0pp | 69.3%-46.2pp |
| Annual return | 10.45% | 13.16%-2.7pp | 78.04%-67.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $398 | $1,042-61.8% | $1,924-79.3% | $2,281-82.5% |
| Participant deferral / active EE | $1,063 | $2,091-49.2% | $2,794-61.9% | $3,203-66.8% |
| Admin fee / account holder | $861 | $3,771-77.2% | $4,815-82.1% | $4,296-80.0% |