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 | $12,282 | $65,364-81.2% | $92,909-86.8% | $72,975-83.2% |
| Participation rate | 61.4% | 68.3%-6.9pp | 76.0%-14.6pp | 69.5%-8.1pp |
| Annual return | 117.10% | 42.11%+75.0pp | 109.44%+7.7pp | 81.01%+36.1pp |
| Employer contribution / active EE | $1,462 | $2,594-43.6% | $3,653-60.0% | $2,440-40.1% |
| Participant deferral / active EE | $3,372 | $3,128+7.8% | $4,238-20.4% | $3,608-6.5% |
| Admin fee / account holder | $1,010 | $4,251-76.2% | $5,795-82.6% | $5,124-80.3% |