Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,982 | $61,214-70.6% | $83,327-78.4% | $56,289-68.1% |
| Participation rate | 55.9% | 72.6%-16.7pp | 77.8%-21.9pp | 69.9%-14.0pp |
| Annual return | 0.00% | 0.42%-0.4pp | 10.64%-10.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,099 | $5,091+0.1% | $5,565-8.4% | $3,350+52.2% |
| Admin fee / account holder | $653 | $512+27.6% | $7,540-91.3% | $521+25.3% |