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 | $12,464 | $184,014-93.2% | $161,149-92.3% | $138,895-91.0% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.8%-45.5pp | 79.9%-46.6pp |
| Annual return | 17.61% | 21.52%-3.9pp | 21.16%-3.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,454 | $5,055-71.2% | $4,360-66.7% | $4,194-65.3% |
| Participant deferral / active EE | $3,532 | $6,909-48.9% | $6,153-42.6% | $6,396-44.8% |
| Admin fee / account holder | $1,315 | $18,027-92.7% | $15,194-91.3% | $12,562-89.5% |