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 | $24,571 | $114,712-78.6% | $173,730-85.9% | $87,485-71.9% |
| Participation rate | 59.1% | 73.0%-13.9pp | 79.6%-20.5pp | 68.9%-9.8pp |
| Annual return | 19.56% | 20.18%-0.6pp | 19.96%-0.4pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,301 | $2,904-55.2% | $4,577-71.6% | $2,596-49.9% |
| Participant deferral / active EE | $2,941 | $4,642-36.6% | $6,326-53.5% | $4,274-31.2% |
| Admin fee / account holder | $1,095 | $10,210-89.3% | $17,523-93.7% | $7,775-85.9% |