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 | $4,446 | $167,362-97.3% | $143,799-96.9% | $134,532-96.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,185 | $5,620-78.9% | $4,952-76.1% | $4,741-75.0% |
| Participant deferral / active EE | $2,366 | $6,447-63.3% | $5,638-58.0% | $6,401-63.0% |
| Admin fee / account holder | $735 | $18,094-95.9% | $14,677-95.0% | $11,429-93.6% |