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 | $9,886 | $70,428-86.0% | $96,565-89.8% | $85,854-88.5% |
| Participation rate | 48.5% | 61.8%-13.3pp | 69.8%-21.3pp | 69.3%-20.8pp |
| Annual return | 14.75% | 18.59%-3.8pp | 37.78%-23.0pp | 318.56%-303.8pp |
| Employer contribution / active EE | $552 | $1,413-60.9% | $2,356-76.6% | $2,565-78.5% |
| Participant deferral / active EE | $1,878 | $2,894-35.1% | $3,848-51.2% | $3,952-52.5% |
| Admin fee / account holder | $1,464 | $4,997-70.7% | $6,181-76.3% | $6,260-76.6% |