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 | $2,083 | $57,590-96.4% | $86,233-97.6% | $82,448-97.5% |
| Participation rate | 56.5% | 57.9%-1.4pp | 69.0%-12.6pp | 68.1%-11.6pp |
| Annual return | 0.00% | 22.41%-22.4pp | 61.39%-61.4pp | 41.64%-41.6pp |
| Employer contribution / active EE | $566 | $1,655-65.8% | $2,504-77.4% | $2,551-77.8% |
| Participant deferral / active EE | $771 | $3,080-75.0% | $4,559-83.1% | $4,139-81.4% |
| Admin fee / account holder | $459 | $4,730-90.3% | $8,342-94.5% | $7,234-93.7% |