Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,417 | $211,105-97.0% | $178,449-96.4% | $145,978-95.6% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 24.94% | 30.19%-5.3pp | 27.09%-2.1pp | 550.52%-525.6pp |
| Employer contribution / active EE | $673 | $4,569-85.3% | $3,951-83.0% | $4,662-85.6% |
| Participant deferral / active EE | $2,118 | $6,959-69.6% | $6,277-66.2% | $6,690-68.3% |
| Admin fee / account holder | $525 | $12,017-95.6% | $10,362-94.9% | $13,400-96.1% |