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 | $10,610 | $51,878-79.5% | $68,368-84.5% | $79,634-86.7% |
| Participation rate | 18.0% | 53.7%-35.7pp | 73.8%-55.7pp | 62.5%-44.5pp |
| Annual return | 22.59% | 137.43%-114.8pp | 292.57%-270.0pp | 36.46%-13.9pp |
| Employer contribution / active EE | $331 | $1,931-82.9% | $2,649-87.5% | $2,529-86.9% |
| Participant deferral / active EE | $508 | $2,577-80.3% | $4,123-87.7% | $3,835-86.8% |
| Admin fee / account holder | $344 | $942-63.5% | $5,150-93.3% | $1,002-65.6% |