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 | $18,505 | $98,760-81.3% | $149,710-87.6% | $79,860-76.8% |
| Participation rate | 69.3% | 75.8%-6.4pp | 82.5%-13.1pp | 69.6%-0.3pp |
| Annual return | 17.64% | 27.43%-9.8pp | 276.63%-259.0pp | 31.72%-14.1pp |
| Employer contribution / active EE | $1,699 | $3,217-47.2% | $4,645-63.4% | $2,471-31.2% |
| Participant deferral / active EE | $2,959 | $5,681-47.9% | $6,842-56.8% | $3,740-20.9% |
| Admin fee / account holder | $529 | $6,053-91.3% | $9,309-94.3% | $5,306-90.0% |