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 | $20,481 | $81,208-74.8% | $98,920-79.3% | $79,856-74.4% |
| Participation rate | 68.6% | 72.5%-3.9pp | 76.0%-7.4pp | 69.6%-1.0pp |
| Annual return | 13.38% | 60.99%-47.6pp | 196.47%-183.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,540 | $1,960-21.4% | $2,689-42.7% | $2,471-37.7% |
| Participant deferral / active EE | $2,457 | $3,265-24.7% | $4,245-42.1% | $3,741-34.3% |
| Admin fee / account holder | $2,489 | $6,013-58.6% | $6,643-62.5% | $5,306-53.1% |