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 | $7,566 | $41,016-81.6% | $152,093-95.0% | $64,097-88.2% |
| Participation rate | 54.5% | 51.3%+3.1pp | 77.8%-23.3pp | 55.2%-0.7pp |
| Annual return | 24.29% | 39.60%-15.3pp | 66.36%-42.1pp | 34.64%-10.4pp |
| Employer contribution / active EE | $1,807 | $1,342+34.6% | $4,175-56.7% | $1,891-4.5% |
| Participant deferral / active EE | $584 | $1,927-69.7% | $5,451-89.3% | $3,080-81.0% |
| Admin fee / account holder | $1,246 | $2,305-45.9% | $14,497-91.4% | $3,454-63.9% |