Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,315 | $165,890-89.6% | $155,574-88.9% | - |
| Participation rate | 56.6% | 63.3%-6.7pp | 78.2%-21.6pp | - |
| Annual return | 12.94% | 19.47%-6.5pp | 64.87%-51.9pp | - |
| Employer contribution / active EE | $1,278 | $2,522-49.3% | $4,676-72.7% | - |
| Participant deferral / active EE | $2,635 | $2,935-10.2% | $5,629-53.2% | - |
| Admin fee / account holder | $3,330 | $97,423-96.6% | $15,914-79.1% | - |