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 | $11,938 | $63,346-81.2% | $92,240-87.1% | $70,126-83.0% |
| Participation rate | 44.0% | 68.7%-24.7pp | 76.5%-32.5pp | 69.5%-25.5pp |
| Annual return | 44.49% | 530.19%-485.7pp | 176.29%-131.8pp | 73.15%-28.7pp |
| Employer contribution / active EE | $957 | $2,471-61.3% | $3,680-74.0% | $2,343-59.2% |
| Participant deferral / active EE | $2,700 | $2,854-5.4% | $3,897-30.7% | $3,332-19.0% |
| Admin fee / account holder | $342 | $3,841-91.1% | $5,194-93.4% | $4,645-92.6% |