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 | $3,560 | $57,140-93.8% | $85,240-95.8% | $80,959-95.6% |
| Participation rate | 56.4% | 56.4%0pp | 67.5%-11.1pp | 67.7%-11.3pp |
| Annual return | 19.76% | 21.71%-1.9pp | 66.75%-47.0pp | 35.67%-15.9pp |
| Employer contribution / active EE | $787 | $1,802-56.3% | $2,735-71.2% | $2,757-71.5% |
| Participant deferral / active EE | $1,009 | $3,115-67.6% | $4,527-77.7% | $4,300-76.5% |
| Admin fee / account holder | $392 | $4,992-92.1% | $6,165-93.6% | $6,925-94.3% |