Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,755 | $89,370-76.8% | $141,197-85.3% | $72,976-71.6% |
| Participation rate | 47.1% | 75.1%-28.1pp | 82.5%-35.4pp | 69.5%-22.4pp |
| Annual return | 27.81% | 111.88%-84.1pp | 71.41%-43.6pp | 81.02%-53.2pp |
| Employer contribution / active EE | $1,834 | $3,115-41.1% | $4,736-61.3% | $2,440-24.8% |
| Participant deferral / active EE | $2,568 | $5,419-52.6% | $6,710-61.7% | $3,608-28.8% |
| Admin fee / account holder | $3,650 | $5,957-38.7% | $10,265-64.4% | $5,124-28.8% |