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 | $12,390 | $100,811-87.7% | $86,698-85.7% | $134,545-90.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -17.67% | 29.11%-46.8pp | 35.96%-53.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,010 | $3,490-42.4% | $2,837-29.2% | $4,742-57.6% |
| Participant deferral / active EE | $3,302 | $5,339-38.2% | $4,656-29.1% | $6,401-48.4% |
| Admin fee / account holder | $3,181 | $10,926-70.9% | $7,492-57.5% | $11,431-72.2% |