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 | $21,289 | $71,615-70.3% | $153,416-86.1% | $65,306-67.4% |
| Participation rate | 23.3% | 49.3%-26.0pp | 74.3%-51.0pp | 57.7%-34.4pp |
| Annual return | 19.57% | 12.62%+6.9pp | 17.84%+1.7pp | 21.94%-2.4pp |
| Employer contribution / active EE | $681 | $1,488-54.2% | $3,764-81.9% | $1,967-65.4% |
| Participant deferral / active EE | $1,288 | $2,236-42.4% | $4,723-72.7% | $2,959-56.5% |
| Admin fee / account holder | $1,330 | $3,498-62.0% | $13,095-89.8% | $3,480-61.8% |