Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,165 | $62,592-87.0% | $85,693-90.5% | $85,856-90.5% |
| Participation rate | 22.4% | 61.1%-38.7pp | 69.9%-47.5pp | 69.3%-46.9pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $539 | $1,755-69.3% | $2,618-79.4% | $2,565-79.0% |
| Participant deferral / active EE | $1,455 | $2,802-48.1% | $3,923-62.9% | $3,952-63.2% |
| Admin fee / account holder | $1,153 | $4,643-75.2% | $6,874-83.2% | $6,261-81.6% |