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 | $15,168 | $82,678-81.7% | $125,391-87.9% | $68,490-77.9% |
| Participation rate | 23.1% | 75.1%-52.0pp | 82.4%-59.3pp | 67.9%-44.8pp |
| Annual return | 7.02% | -5.97%+13.0pp | 572.41%-565.4pp | -7.85%+14.9pp |
| Employer contribution / active EE | $1,514 | $3,382-55.2% | $4,816-68.6% | $2,597-41.7% |
| Participant deferral / active EE | $3,056 | $6,111-50.0% | $7,448-59.0% | $4,028-24.1% |
| Admin fee / account holder | $570 | $6,277-90.9% | $10,009-94.3% | $5,403-89.4% |