Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,693 | $199,109-85.6% | $173,730-83.5% | $154,746-81.5% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 15.64% | 20.02%-4.4pp | 19.96%-4.3pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,422 | $5,311-54.4% | $4,577-47.1% | $4,379-44.7% |
| Participant deferral / active EE | $3,931 | $7,113-44.7% | $6,326-37.9% | $6,730-41.6% |
| Admin fee / account holder | $5,538 | $20,916-73.5% | $17,523-68.4% | $14,365-61.4% |