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 | $8,762 | $107,809-91.9% | $90,657-90.3% | $135,380-93.5% |
| Participation rate | 38.5% | 78.0%-39.6pp | 74.0%-35.6pp | 82.6%-44.2pp |
| Annual return | -2.40% | -0.90%-1.5pp | 1.89%-4.3pp | 519.81%-522.2pp |
| Employer contribution / active EE | $2,211 | $3,018-26.7% | $2,532-12.7% | $4,779-53.7% |
| Participant deferral / active EE | $4,138 | $3,872+6.9% | $3,424+20.8% | $5,609-26.2% |
| Admin fee / account holder | $1,241 | $5,931-79.1% | $4,994-75.2% | $10,828-88.5% |