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 | $10,775 | $156,398-93.1% | $147,318-92.7% | $138,895-92.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 25.33% | 78.75%-53.4pp | 70.43%-45.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $4,184 | $4,853-13.8% | $4,593-8.9% | $4,194-0.2% |
| Participant deferral / active EE | $4,184 | $8,237-49.2% | $7,906-47.1% | $6,396-34.6% |
| Admin fee / account holder | $4,781 | $14,976-68.1% | $13,708-65.1% | $12,562-61.9% |