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 | $9,709 | $65,072-85.1% | $66,439-85.4% | $65,306-85.1% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.5%-24.5pp | 57.7%-7.7pp |
| Annual return | 15.35% | 21.50%-6.2pp | 757.66%-742.3pp | 21.94%-6.6pp |
| Employer contribution / active EE | $911 | $2,475-63.2% | $2,637-65.4% | $1,967-53.7% |
| Participant deferral / active EE | $1,206 | $3,234-62.7% | $3,876-68.9% | $2,959-59.3% |
| Admin fee / account holder | $936 | $1,323-29.3% | $6,173-84.8% | $3,480-73.1% |