Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,572 | $72,273-72.9% | $101,275-80.7% | $79,856-75.5% |
| Participation rate | 44.2% | 68.5%-24.3pp | 75.8%-31.6pp | 69.6%-25.5pp |
| Annual return | 22.32% | 22.30%0pp | 46.48%-24.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,048 | $2,691-61.0% | $3,660-71.4% | $2,471-57.6% |
| Participant deferral / active EE | $2,438 | $3,282-25.7% | $4,371-44.2% | $3,741-34.8% |
| Admin fee / account holder | $1,497 | $4,401-66.0% | $5,948-74.8% | $5,306-71.8% |