Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,111 | $95,453-66.4% | $112,040-71.3% | $82,448-61.1% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.5%-15.2pp | 68.1%-6.8pp |
| Annual return | 16.16% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,656 | $2,318-28.5% | $2,954-43.9% | $2,551-35.1% |
| Participant deferral / active EE | $2,543 | $4,224-39.8% | $5,098-50.1% | $4,139-38.6% |
| Admin fee / account holder | $4,577 | $9,013-49.2% | $12,098-62.2% | $7,234-36.7% |