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 | $14,927 | $63,346-76.4% | $92,240-83.8% | $70,126-78.7% |
| Participation rate | 54.1% | 68.7%-14.6pp | 76.5%-22.4pp | 69.5%-15.4pp |
| Annual return | 36.83% | 530.19%-493.4pp | 176.29%-139.5pp | 73.15%-36.3pp |
| Employer contribution / active EE | $1,152 | $2,471-53.4% | $3,680-68.7% | $2,343-50.8% |
| Participant deferral / active EE | $1,778 | $2,854-37.7% | $3,897-54.4% | $3,332-46.6% |
| Admin fee / account holder | $1,110 | $3,841-71.1% | $5,194-78.6% | $4,645-76.1% |