Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,121 | $108,825-77.8% | $156,181-84.6% | $82,448-70.7% |
| Participation rate | 61.1% | 72.4%-11.3pp | 78.8%-17.7pp | 68.1%-7.0pp |
| Annual return | 17.14% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,070 | $2,870-27.9% | $4,294-51.8% | $2,551-18.8% |
| Participant deferral / active EE | $2,688 | $4,577-41.3% | $6,132-56.2% | $4,139-35.1% |
| Admin fee / account holder | $2,417 | $9,341-74.1% | $14,586-83.4% | $7,234-66.6% |