Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,051 | $154,209-89.6% | $130,062-87.7% | $139,487-88.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 34.10% | 32.52%+1.6pp | -137.37%+171.5pp | 373.84%-339.7pp |
| Employer contribution / active EE | $2,631 | $5,292-50.3% | $4,322-39.1% | $4,755-44.7% |
| Participant deferral / active EE | $5,860 | $6,709-12.7% | $5,821+0.7% | $6,713-12.7% |
| Admin fee / account holder | $4,565 | $13,988-67.4% | $10,601-56.9% | $11,407-60.0% |