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 | $21,242 | $106,115-80.0% | $85,969-75.3% | $125,388-83.1% |
| Participation rate | 56.3% | 84.1%-27.8pp | 76.5%-20.3pp | 83.2%-26.9pp |
| Annual return | -3.42% | 13.93%-17.4pp | 9.32%-12.7pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,664 | $4,537-63.3% | $3,474-52.1% | $4,866-65.8% |
| Participant deferral / active EE | $6,673 | $4,859+37.3% | $3,829+74.3% | $5,352+24.7% |
| Admin fee / account holder | $862 | $8,144-89.4% | $6,053-85.8% | $9,541-91.0% |