Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,578 | $126,661-85.3% | $113,397-83.6% | $138,895-86.6% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.5%-8.1pp | 79.9%-11.5pp |
| Annual return | 25.45% | 25.05%+0.4pp | 23.20%+2.2pp | 145.39%-119.9pp |
| Employer contribution / active EE | $3,142 | $3,456-9.1% | $2,977+5.5% | $4,194-25.1% |
| Participant deferral / active EE | $4,575 | $5,693-19.6% | $5,076-9.9% | $6,396-28.5% |
| Admin fee / account holder | $827 | $14,549-94.3% | $11,957-93.1% | $12,562-93.4% |