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 | $10,460 | $78,705-86.7% | $117,860-91.1% | $70,124-85.1% |
| Participation rate | 52.7% | 73.2%-20.5pp | 79.7%-27.0pp | 69.5%-16.8pp |
| Annual return | 30.24% | 23.30%+6.9pp | 335.10%-304.9pp | 73.14%-42.9pp |
| Employer contribution / active EE | $1,042 | $2,223-53.1% | $3,786-72.5% | $2,342-55.5% |
| Participant deferral / active EE | $1,991 | $3,297-39.6% | $4,482-55.6% | $3,332-40.2% |
| Admin fee / account holder | $355 | $5,065-93.0% | $8,021-95.6% | $4,645-92.4% |