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 | $16,059 | $72,486-77.8% | $87,103-81.6% | $72,976-78.0% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 23.70% | 24.46%-0.8pp | 28.19%-4.5pp | 81.02%-57.3pp |
| Employer contribution / active EE | $1,403 | $1,894-25.9% | $2,521-44.4% | $2,440-42.5% |
| Participant deferral / active EE | $1,976 | $3,270-39.6% | $4,049-51.2% | $3,608-45.2% |
| Admin fee / account holder | $1,978 | $5,055-60.9% | $7,491-73.6% | $5,124-61.4% |