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 | $26,780 | $104,098-74.3% | $140,514-80.9% | $94,015-71.5% |
| Participation rate | 54.1% | 73.7%-19.7pp | 77.8%-23.7pp | 70.8%-16.8pp |
| Annual return | 15.73% | 15.14%+0.6pp | 14.36%+1.4pp | 17.84%-2.1pp |
| Employer contribution / active EE | $848 | $2,388-64.5% | $3,378-74.9% | $2,790-69.6% |
| Participant deferral / active EE | $2,214 | $4,033-45.1% | $4,919-55.0% | $4,249-47.9% |
| Admin fee / account holder | $612 | $10,439-94.1% | $13,697-95.5% | $8,951-93.2% |