Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,214 | $88,672-82.8% | $105,223-85.5% | $82,448-81.5% |
| Participation rate | 67.7% | 67.9%-0.2pp | 75.0%-7.3pp | 68.1%-0.3pp |
| Annual return | 26.59% | 30.86%-4.3pp | 180.65%-154.1pp | 41.64%-15.1pp |
| Employer contribution / active EE | $1,791 | $3,048-41.2% | $3,689-51.4% | $2,551-29.8% |
| Participant deferral / active EE | $2,133 | $4,036-47.1% | $5,072-57.9% | $4,139-48.5% |
| Admin fee / account holder | $861 | $7,146-88.0% | $8,859-90.3% | $7,234-88.1% |