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 | $7,489 | $110,307-93.2% | $96,576-92.2% | $139,456-94.6% |
| Participation rate | 59.1% | 78.1%-19.0pp | 76.0%-16.9pp | 80.3%-21.2pp |
| Annual return | 0.00% | 26.40%-26.4pp | 25.87%-25.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,859 | $3,619-48.6% | $2,965-37.3% | $4,753-60.9% |
| Participant deferral / active EE | $4,430 | $5,547-20.1% | $4,851-8.7% | $6,711-34.0% |
| Admin fee / account holder | $1,924 | $11,597-83.4% | $8,253-76.7% | $11,407-83.1% |