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 | $19,388 | $227,597-91.5% | $189,575-89.8% | $167,536-88.4% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.4%-31.4pp | 82.1%-35.1pp |
| Annual return | 19.75% | 78.44%-58.7pp | 64.19%-44.4pp | 478.82%-459.1pp |
| Employer contribution / active EE | $1,598 | $5,316-69.9% | $4,412-63.8% | $4,839-67.0% |
| Participant deferral / active EE | $2,609 | $7,002-62.7% | $6,174-57.7% | $6,342-58.9% |
| Admin fee / account holder | $748 | $11,877-93.7% | $9,806-92.4% | $12,315-93.9% |