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 | $23,798 | $105,284-77.4% | $150,734-84.2% | $94,015-74.7% |
| Participation rate | 65.1% | 71.7%-6.7pp | 78.4%-13.4pp | 70.8%-5.8pp |
| Annual return | 18.28% | 15.67%+2.6pp | 600.81%-582.5pp | 17.84%+0.4pp |
| Employer contribution / active EE | $1,589 | $3,599-55.8% | $4,918-67.7% | $2,790-43.1% |
| Participant deferral / active EE | $2,978 | $4,274-30.3% | $5,610-46.9% | $4,249-29.9% |
| Admin fee / account holder | $474 | $9,839-95.2% | $14,905-96.8% | $8,951-94.7% |