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 | $10,456 | $96,524-89.2% | $75,900-86.2% | $152,909-93.2% |
| Participation rate | 46.2% | 76.2%-30.0pp | 69.3%-23.1pp | 82.5%-36.3pp |
| Annual return | 21.70% | 33.93%-12.2pp | 30.73%-9.0pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,642 | $4,554-64.0% | $3,604-54.4% | $5,851-71.9% |
| Admin fee / account holder | $312 | $8,082-96.1% | $5,421-94.3% | $11,601-97.3% |