Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,611 | $71,208-80.9% | $93,681-85.5% | $80,911-83.2% |
| Participation rate | 68.8% | 60.4%+8.4pp | 68.7%0pp | 67.6%+1.1pp |
| Annual return | 17.66% | 11.27%+6.4pp | 133.47%-115.8pp | 35.63%-18.0pp |
| Employer contribution / active EE | $1,454 | $1,564-7.1% | $2,422-40.0% | $2,756-47.2% |
| Participant deferral / active EE | $2,027 | $4,035-49.8% | $4,415-54.1% | $4,297-52.8% |
| Admin fee / account holder | $389 | $6,951-94.4% | $8,290-95.3% | $6,935-94.4% |