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 | $9,560 | $55,446-82.8% | $155,574-93.9% | $74,429-87.2% |
| Participation rate | 17.7% | 61.9%-44.2pp | 78.2%-60.5pp | 67.2%-49.5pp |
| Annual return | 12.68% | 269.20%-256.5pp | 64.87%-52.2pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $353 | $2,266-84.4% | $4,676-92.5% | $2,625-86.6% |
| Participant deferral / active EE | $1,172 | $2,836-58.7% | $5,629-79.2% | $4,348-73.0% |
| Admin fee / account holder | $4,344 | $1,743+149.2% | $15,914-72.7% | $1,944+123.4% |