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 | $16,955 | $65,704-74.2% | $94,229-82.0% | $59,633-71.6% |
| Participation rate | 48.6% | 72.1%-23.5pp | 78.8%-30.1pp | 68.7%-20.0pp |
| Annual return | -1.97% | 5.22%-7.2pp | 10.68%-12.7pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $957 | $2,021-52.7% | $3,587-73.3% | $2,203-56.6% |
| Participant deferral / active EE | $1,758 | $3,143-44.1% | $4,320-59.3% | $3,192-44.9% |
| Admin fee / account holder | $2,679 | $4,265-37.2% | $6,269-57.3% | $4,297-37.7% |