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 | $15,652 | $93,598-83.3% | $135,974-88.5% | $75,173-79.2% |
| Participation rate | 50.6% | 75.2%-24.6pp | 81.9%-31.3pp | 67.2%-16.6pp |
| Annual return | 28.76% | 30.89%-2.1pp | 68.30%-39.5pp | 160.72%-132.0pp |
| Employer contribution / active EE | $1,765 | $3,538-50.1% | $4,859-63.7% | $2,671-33.9% |
| Participant deferral / active EE | $3,453 | $6,405-46.1% | $7,760-55.5% | $4,126-16.3% |
| Admin fee / account holder | $1,749 | $6,978-74.9% | $10,767-83.8% | $5,651-69.1% |