Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,032 | $79,181-65.9% | $102,423-73.6% | $74,429-63.7% |
| Participation rate | 33.3% | 74.8%-41.4pp | 76.5%-43.2pp | 67.2%-33.9pp |
| Annual return | 16.65% | 54.97%-38.3pp | 29.42%-12.8pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $1,179 | $2,362-50.1% | $3,023-61.0% | $2,625-55.1% |
| Participant deferral / active EE | $2,259 | $4,416-48.8% | $5,054-55.3% | $4,348-48.0% |
| Admin fee / account holder | $2,087 | $2,002+4.3% | $9,455-77.9% | $1,944+7.4% |