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 | $4,217 | $51,631-91.8% | $129,397-96.7% | $80,925-94.8% |
| Participation rate | 66.1% | 56.9%+9.2pp | 69.6%-3.5pp | 67.7%-1.5pp |
| Annual return | 15.03% | 20.77%-5.7pp | 9453.98%-9439.0pp | 35.65%-20.6pp |
| Employer contribution / active EE | $420 | $1,583-73.5% | $4,154-89.9% | $2,756-84.8% |
| Participant deferral / active EE | $1,094 | $2,670-59.0% | $4,167-73.7% | $4,299-74.5% |
| Admin fee / account holder | $313 | $4,309-92.7% | $7,679-95.9% | $6,940-95.5% |