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 | $19,478 | $140,592-86.1% | $123,105-84.2% | $125,389-84.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | 41.60% | 16.80%+24.8pp | 13.22%+28.4pp | 282.24%-240.6pp |
| Employer contribution / active EE | $3,332 | $6,041-44.8% | $5,151-35.3% | $4,866-31.5% |
| Participant deferral / active EE | $5,470 | $6,980-21.6% | $6,229-12.2% | $5,352+2.2% |
| Admin fee / account holder | $2,128 | $11,198-81.0% | $9,014-76.4% | $9,541-77.7% |