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 | $11,452 | $110,240-89.6% | $96,544-88.1% | $139,487-91.8% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.7pp | 80.3%-22.0pp |
| Annual return | 24.08% | 26.41%-2.3pp | 25.88%-1.8pp | 373.84%-349.8pp |
| Employer contribution / active EE | $1,713 | $3,622-52.7% | $2,966-42.3% | $4,755-64.0% |
| Participant deferral / active EE | $2,988 | $5,549-46.2% | $4,851-38.4% | $6,713-55.5% |
| Admin fee / account holder | $1,953 | $11,602-83.2% | $8,254-76.3% | $11,407-82.9% |