Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,177 | $79,894-77.2% | $135,792-86.6% | $82,637-78.0% |
| Participation rate | 56.3% | 63.0%-6.8pp | 72.6%-16.3pp | 68.1%-11.8pp |
| Annual return | 19.59% | 17.20%+2.4pp | 25.96%-6.4pp | 53.51%-33.9pp |
| Employer contribution / active EE | $807 | $2,165-62.7% | $3,496-76.9% | $2,552-68.4% |
| Participant deferral / active EE | $1,179 | $3,194-63.1% | $4,759-75.2% | $4,126-71.4% |
| Admin fee / account holder | $1,297 | $6,434-79.8% | $12,266-89.4% | $7,339-82.3% |