Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,161 | $70,684-88.5% | $169,390-95.2% | $75,173-89.1% |
| Participation rate | 59.4% | 64.8%-5.4pp | 77.2%-17.8pp | 67.2%-7.8pp |
| Annual return | 20.69% | 36.38%-15.7pp | 406.07%-385.4pp | 160.72%-140.0pp |
| Employer contribution / active EE | $1,366 | $2,211-38.2% | $4,013-65.9% | $2,671-48.8% |
| Participant deferral / active EE | $2,323 | $4,310-46.1% | $6,222-62.7% | $4,126-43.7% |
| Admin fee / account holder | $1,718 | $5,404-68.2% | $9,015-80.9% | $5,651-69.6% |