Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,084 | $201,344-87.0% | $184,243-85.8% | $145,877-82.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.44% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,699 | $7,022-75.8% | $6,427-73.6% | $4,663-63.6% |
| Participant deferral / active EE | $5,036 | $9,807-48.7% | $9,132-44.9% | $6,691-24.7% |
| Admin fee / account holder | $2,544 | $16,382-84.5% | $13,914-81.7% | $13,402-81.0% |