Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,772 | $54,357-85.7% | $82,706-90.6% | $68,495-88.7% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -17.14% | -13.67%-3.5pp | 701.76%-718.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,095 | $2,218-50.6% | $3,007-63.6% | $2,596-57.8% |
| Participant deferral / active EE | $2,089 | $3,246-35.7% | $4,394-52.5% | $4,028-48.1% |
| Admin fee / account holder | $1,361 | $4,396-69.0% | $5,329-74.5% | $5,403-74.8% |