Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,849 | $70,486-83.2% | $100,535-88.2% | $79,856-85.2% |
| Participation rate | 57.9% | 73.6%-15.8pp | 79.4%-21.5pp | 69.6%-11.7pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,072 | $2,165-50.5% | $3,419-68.6% | $2,471-56.6% |
| Participant deferral / active EE | $2,816 | $5,182-45.7% | $6,271-55.1% | $3,741-24.7% |
| Admin fee / account holder | $374 | $4,480-91.6% | $8,085-95.4% | $5,306-92.9% |