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 | $10,454 | $118,708-91.2% | $98,920-89.4% | $158,966-93.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 24.77% | 372.49%-347.7pp | 196.47%-171.7pp | 302.95%-278.2pp |
| Employer contribution / active EE | $601 | $3,334-82.0% | $2,689-77.7% | $4,762-87.4% |
| Participant deferral / active EE | $3,471 | $5,089-31.8% | $4,245-18.2% | $5,983-42.0% |
| Admin fee / account holder | $4,438 | $10,134-56.2% | $6,643-33.2% | $11,250-60.6% |