Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,673 | $78,015-81.2% | $178,505-91.8% | $80,959-81.9% |
| Participation rate | 61.5% | 65.7%-4.1pp | 77.1%-15.6pp | 67.7%-6.1pp |
| Annual return | 14.36% | 18.10%-3.7pp | 27.16%-12.8pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,732 | $2,281-24.1% | $3,955-56.2% | $2,757-37.2% |
| Participant deferral / active EE | $2,987 | $4,406-32.2% | $6,280-52.4% | $4,300-30.5% |
| Admin fee / account holder | $1,098 | $7,160-84.7% | $10,428-89.5% | $6,925-84.1% |