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 | $12,966 | $91,179-85.8% | $178,499-92.7% | $79,852-83.8% |
| Participation rate | 19.7% | 69.2%-49.5pp | 81.9%-62.2pp | 69.6%-49.9pp |
| Annual return | 52.56% | 24.19%+28.4pp | 151.10%-98.5pp | 31.72%+20.8pp |
| Employer contribution / active EE | $486 | $3,256-85.1% | $5,011-90.3% | $2,471-80.4% |
| Participant deferral / active EE | $1,202 | $3,236-62.8% | $5,202-76.9% | $3,740-67.9% |
| Admin fee / account holder | $1,660 | $6,749-75.4% | $13,986-88.1% | $5,306-68.7% |