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 | $11,672 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-95.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 68.4%-18.4pp | 83.0%-33.0pp |
| Annual return | 4.62% | 2.55%+2.1pp | 5.24%-0.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,192 | $2,962-59.7% | $2,591-54.0% | $5,287-77.5% |
| Admin fee / account holder | $1,915 | $3,725-48.6% | $2,903-34.0% | $10,133-81.1% |