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 | $18,862 | $65,027-71.0% | $90,970-79.3% | $79,852-76.4% |
| Participation rate | 46.8% | 61.6%-14.9pp | 69.0%-22.3pp | 69.6%-22.9pp |
| Annual return | 40.71% | 30.45%+10.3pp | 134.58%-93.9pp | 31.72%+9.0pp |
| Employer contribution / active EE | $868 | $1,247-30.4% | $2,122-59.1% | $2,471-64.9% |
| Participant deferral / active EE | $1,208 | $2,512-51.9% | $3,373-64.2% | $3,740-67.7% |
| Admin fee / account holder | $349 | $4,535-92.3% | $5,960-94.1% | $5,306-93.4% |