Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,269 | $106,923-87.6% | $84,023-84.2% | $152,909-91.3% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 23.30% | 105.02%-81.7pp | 71.32%-48.0pp | 345.46%-322.2pp |
| Employer contribution / active EE | $812 | $2,735-70.3% | $1,984-59.1% | $4,764-83.0% |
| Participant deferral / active EE | $1,142 | $4,013-71.5% | $3,239-64.7% | $5,851-80.5% |
| Admin fee / account holder | $333 | $8,289-96.0% | $6,102-94.6% | $11,601-97.1% |