Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,936 | $72,012-80.6% | $185,827-92.5% | $79,858-82.5% |
| Participation rate | 40.0% | 65.8%-25.8pp | 78.0%-38.0pp | 69.6%-29.6pp |
| Annual return | 24.35% | 23.12%+1.2pp | 35.96%-11.6pp | 31.72%-7.4pp |
| Employer contribution / active EE | $870 | $1,965-55.7% | $4,087-78.7% | $2,471-64.8% |
| Participant deferral / active EE | $1,339 | $3,779-64.6% | $5,633-76.2% | $3,740-64.2% |
| Admin fee / account holder | $1,148 | $4,513-74.6% | $9,502-87.9% | $5,306-78.4% |