Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,670 | $227,399-83.9% | $189,758-80.7% | $198,609-81.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 79.8%-16.2pp | 82.4%-18.7pp |
| Annual return | 22.27% | 61.03%-38.8pp | 52.62%-30.4pp | 202.70%-180.4pp |
| Employer contribution / active EE | $2,088 | $5,526-62.2% | $4,767-56.2% | $5,055-58.7% |
| Participant deferral / active EE | $8,638 | $6,837+26.3% | $5,856+47.5% | $6,977+23.8% |
| Admin fee / account holder | $505 | $25,162-98.0% | $20,388-97.5% | $19,030-97.3% |