Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,986 | $211,239-93.4% | $178,528-92.2% | $145,877-90.4% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 8.01% | 30.22%-22.2pp | 27.11%-19.1pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,469 | $4,570-67.9% | $3,950-62.8% | $4,663-68.5% |
| Participant deferral / active EE | $4,152 | $6,963-40.4% | $6,278-33.9% | $6,691-37.9% |
| Admin fee / account holder | $2,344 | $12,095-80.6% | $10,419-77.5% | $13,402-82.5% |