Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,238 | $100,792-85.9% | $86,691-83.6% | $134,509-89.4% |
| Participation rate | 54.2% | 78.9%-24.8pp | 76.6%-22.4pp | 81.2%-27.1pp |
| Annual return | -10.75% | 29.08%-39.8pp | 35.94%-46.7pp | 418.13%-428.9pp |
| Employer contribution / active EE | $840 | $3,491-75.9% | $2,837-70.4% | $4,741-82.3% |
| Participant deferral / active EE | $4,111 | $5,339-23.0% | $4,656-11.7% | $6,400-35.8% |
| Admin fee / account holder | $1,540 | $10,924-85.9% | $7,492-79.4% | $11,427-86.5% |