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 | $18,886 | $135,956-86.1% | $123,894-84.8% | $273,972-93.1% |
| Participation rate | 69.6% | 84.1%-14.5pp | 81.4%-11.8pp | 83.0%-13.5pp |
| Annual return | 5.65% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,002 | $5,170-61.3% | $4,617-56.6% | $4,869-58.9% |
| Participant deferral / active EE | $2,389 | $6,343-62.3% | $5,984-60.1% | $5,287-54.8% |
| Admin fee / account holder | $2,776 | $9,817-71.7% | $8,357-66.8% | $10,133-72.6% |