Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,312 | $91,559-88.7% | $133,978-92.3% | $79,856-87.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 12.11% | 61.85%-49.7pp | 45.10%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $817 | $2,384-65.7% | $3,919-79.2% | $2,471-66.9% |
| Participant deferral / active EE | $1,867 | $3,734-50.0% | $5,047-63.0% | $3,741-50.1% |
| Admin fee / account holder | $809 | $6,321-87.2% | $8,930-90.9% | $5,306-84.8% |