Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,858 | $71,208-74.9% | $93,681-80.9% | $80,911-77.9% |
| Participation rate | 67.1% | 60.4%+6.7pp | 68.7%-1.6pp | 67.6%-0.5pp |
| Annual return | 13.74% | 11.27%+2.5pp | 133.47%-119.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,375 | $4,035-41.1% | $4,415-46.2% | $4,297-44.7% |
| Admin fee / account holder | $1,796 | $6,951-74.2% | $8,290-78.3% | $6,935-74.1% |