Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,091 | $117,694-99.1% | $71,755-98.5% | $134,532-99.2% |
| Participation rate | 69.6% | 68.8%+0.7pp | 62.3%+7.2pp | 81.2%-11.7pp |
| Annual return | 5.64% | 25.33%-19.7pp | 9.09%-3.4pp | 418.27%-412.6pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $912 | $3,753-75.7% | $2,656-65.7% | $6,401-85.8% |
| Admin fee / account holder | $464 | $6,374-92.7% | $3,972-88.3% | $11,429-95.9% |