Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,470 | $217,432-88.7% | $185,851-86.8% | $167,553-85.4% |
| Participation rate | 28.6% | 86.1%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | 17.12% | 148.43%-131.3pp | 122.11%-105.0pp | 478.89%-461.8pp |
| Employer contribution / active EE | $2,279 | $5,874-61.2% | $5,168-55.9% | $4,840-52.9% |
| Participant deferral / active EE | $2,447 | $6,357-61.5% | $5,569-56.1% | $6,343-61.4% |
| Admin fee / account holder | $3,142 | $19,820-84.1% | $16,245-80.7% | $12,316-74.5% |