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 | $5,793 | $55,902-89.6% | $76,030-92.4% | $80,959-92.8% |
| Participation rate | 68.0% | 62.1%+5.9pp | 69.1%-1.1pp | 67.7%+0.3pp |
| Annual return | 16.17% | 20.59%-4.4pp | 361.54%-345.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $709 | $1,867-62.0% | $2,688-73.6% | $2,757-74.3% |
| Participant deferral / active EE | $1,441 | $3,051-52.8% | $4,257-66.2% | $4,300-66.5% |
| Admin fee / account holder | $622 | $5,239-88.1% | $6,421-90.3% | $6,925-91.0% |