Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,311 | $88,672-81.6% | $105,223-84.5% | $82,448-80.2% |
| Participation rate | 36.8% | 67.9%-31.1pp | 75.0%-38.2pp | 68.1%-31.2pp |
| Annual return | 21.70% | 30.86%-9.2pp | 180.65%-159.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,555 | $3,048-49.0% | $3,689-57.8% | $2,551-39.0% |
| Participant deferral / active EE | $2,878 | $4,036-28.7% | $5,072-43.2% | $4,139-30.5% |
| Admin fee / account holder | $1,984 | $7,146-72.2% | $8,859-77.6% | $7,234-72.6% |