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 | $19,343 | $176,838-89.1% | $146,685-86.8% | $167,518-88.5% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 19.85% | 24.04%-4.2pp | 22.75%-2.9pp | 478.71%-458.9pp |
| Employer contribution / active EE | $1,422 | $5,161-72.4% | $4,137-65.6% | $4,838-70.6% |
| Participant deferral / active EE | $3,272 | $6,441-49.2% | $5,507-40.6% | $6,342-48.4% |
| Admin fee / account holder | $3,679 | $13,262-72.3% | $10,281-64.2% | $12,312-70.1% |