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 | $10,500 | $82,678-87.3% | $125,391-91.6% | $68,490-84.7% |
| Participation rate | 46.2% | 75.1%-28.9pp | 82.4%-36.2pp | 67.9%-21.7pp |
| Annual return | -15.28% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,962 | $6,111-51.5% | $7,448-60.2% | $4,028-26.4% |
| Admin fee / account holder | $1,595 | $6,277-74.6% | $10,009-84.1% | $5,403-70.5% |