Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,623 | $63,346-72.2% | $92,239-80.9% | $70,124-74.9% |
| Participation rate | 59.5% | 68.7%-9.2pp | 76.5%-17.0pp | 69.5%-10.1pp |
| Annual return | 13.71% | 530.19%-516.5pp | 176.29%-162.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $720 | $2,471-70.9% | $3,680-80.4% | $2,342-69.2% |
| Participant deferral / active EE | $3,524 | $2,854+23.5% | $3,897-9.6% | $3,332+5.8% |
| Admin fee / account holder | $3,181 | $3,841-17.2% | $5,194-38.8% | $4,645-31.5% |