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 | $18,830 | $59,006-68.1% | $97,295-80.6% | $74,478-74.7% |
| Participation rate | 57.1% | 63.7%-6.6pp | 72.7%-15.5pp | 67.2%-10.1pp |
| Annual return | 12.55% | 16.04%-3.5pp | 75.62%-63.1pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $844 | $1,894-55.4% | $2,723-69.0% | $2,626-67.9% |
| Participant deferral / active EE | $1,695 | $3,671-53.8% | $4,264-60.2% | $4,350-61.0% |
| Admin fee / account holder | $794 | $1,974-59.8% | $5,646-85.9% | $1,946-59.2% |