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 | $7,555 | $95,895-92.1% | $79,576-90.5% | $134,509-94.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -10.38% | -2.72%-7.7pp | 0.15%-10.5pp | 418.13%-428.5pp |
| Employer contribution / active EE | $864 | $3,128-72.4% | $2,413-64.2% | $4,741-81.8% |
| Participant deferral / active EE | $1,838 | $4,693-60.8% | $3,985-53.9% | $6,400-71.3% |
| Admin fee / account holder | $825 | $9,129-91.0% | $6,834-87.9% | $11,427-92.8% |