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 | $10,959 | $95,406-88.5% | $185,849-94.1% | $85,847-87.2% |
| Participation rate | 37.3% | 68.8%-31.5pp | 81.7%-44.5pp | 69.3%-32.1pp |
| Annual return | 18.66% | 23.59%-4.9pp | 122.10%-103.4pp | 318.61%-300.0pp |
| Employer contribution / active EE | $498 | $3,314-85.0% | $5,169-90.4% | $2,565-80.6% |
| Participant deferral / active EE | $1,452 | $3,424-57.6% | $5,569-73.9% | $3,952-63.3% |
| Admin fee / account holder | $1,098 | $7,214-84.8% | $16,244-93.2% | $6,261-82.5% |