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 | $17,431 | $75,183-76.8% | $123,894-85.9% | $55,167-68.4% |
| Participation rate | 59.8% | 72.8%-13.0pp | 81.4%-21.6pp | 69.0%-9.2pp |
| Annual return | 261.65% | 19.01%+242.6pp | 47.52%+214.1pp | 169.23%+92.4pp |
| Employer contribution / active EE | $806 | $2,823-71.5% | $4,617-82.5% | $1,963-58.9% |
| Participant deferral / active EE | $3,363 | $5,084-33.9% | $5,984-43.8% | $3,054+10.1% |
| Admin fee / account holder | $646 | $663-2.4% | $8,357-92.3% | $504+28.3% |