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 | $16,585 | $87,834-81.1% | $133,975-87.6% | $62,881-73.6% |
| Participation rate | 33.9% | 83.4%-49.5pp | 87.1%-53.2pp | 69.3%-35.4pp |
| Annual return | 37.88% | 12.05%+25.8pp | 29.29%+8.6pp | 20.14%+17.7pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,820 | $4,812-41.4% | $6,282-55.1% | $3,203-11.9% |
| Admin fee / account holder | $1,314 | $5,372-75.5% | $9,324-85.9% | $4,296-69.4% |