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 | $8,333 | $53,774-84.5% | $134,162-93.8% | $79,852-89.6% |
| Participation rate | 33.7% | 58.8%-25.1pp | 72.2%-38.5pp | 69.6%-35.9pp |
| Annual return | 18.34% | 19.01%-0.7pp | 36.35%-18.0pp | 31.72%-13.4pp |
| Employer contribution / active EE | $704 | $1,322-46.7% | $3,705-81.0% | $2,471-71.5% |
| Participant deferral / active EE | $1,030 | $2,420-57.4% | $3,500-70.6% | $3,740-72.5% |
| Admin fee / account holder | $1,759 | $3,985-55.9% | $6,685-73.7% | $5,306-66.9% |