Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,725 | $93,598-78.9% | $135,974-85.5% | $75,173-73.8% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.6pp | 67.2%-7.9pp |
| Annual return | 164.33% | 30.89%+133.4pp | 68.30%+96.0pp | 160.72%+3.6pp |
| Employer contribution / active EE | $2,995 | $3,538-15.3% | $4,859-38.4% | $2,671+12.1% |
| Participant deferral / active EE | $7,001 | $6,405+9.3% | $7,760-9.8% | $4,126+69.7% |
| Admin fee / account holder | $940 | $6,978-86.5% | $10,767-91.3% | $5,651-83.4% |