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 | $17,003 | $113,338-85.0% | $94,993-82.1% | $147,586-88.5% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 9.92% | 20.80%-10.9pp | 27.14%-17.2pp | 578.59%-568.7pp |
| Employer contribution / active EE | $517 | $3,160-83.6% | $2,603-80.1% | $4,876-89.4% |
| Participant deferral / active EE | $872 | $3,777-76.9% | $3,317-73.7% | $5,439-84.0% |
| Admin fee / account holder | $336 | $6,063-94.5% | $4,960-93.2% | $10,886-96.9% |