Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,942 | $96,524-89.7% | $75,900-86.9% | $152,909-93.5% |
| Participation rate | 46.7% | 76.2%-29.5pp | 69.3%-22.6pp | 82.5%-35.8pp |
| Annual return | 38.22% | 33.93%+4.3pp | 30.73%+7.5pp | 345.46%-307.2pp |
| Employer contribution / active EE | $789 | $3,311-76.2% | $2,501-68.4% | $4,764-83.4% |
| Participant deferral / active EE | $2,005 | $4,554-56.0% | $3,604-44.4% | $5,851-65.7% |
| Admin fee / account holder | $748 | $8,082-90.7% | $5,421-86.2% | $11,601-93.6% |