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 | $19,723 | $228,395-91.4% | $185,861-89.4% | $158,982-87.6% |
| Participation rate | 28.6% | 82.3%-53.7pp | 78.0%-49.5pp | 82.0%-53.4pp |
| Annual return | 25.18% | 40.82%-15.6pp | 35.96%-10.8pp | 302.99%-277.8pp |
| Employer contribution / active EE | $534 | $4,968-89.2% | $4,088-86.9% | $4,763-88.8% |
| Participant deferral / active EE | $4,440 | $6,417-30.8% | $5,634-21.2% | $5,983-25.8% |
| Admin fee / account holder | $892 | $11,869-92.5% | $9,503-90.6% | $11,252-92.1% |