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 | $17,605 | $99,994-82.4% | $146,647-88.0% | $85,851-79.5% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.7pp |
| Annual return | 11.57% | 18.93%-7.4pp | 22.75%-11.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $1,142 | $2,559-55.4% | $4,137-72.4% | $2,565-55.5% |
| Participant deferral / active EE | $2,060 | $4,006-48.6% | $5,506-62.6% | $3,952-47.9% |
| Admin fee / account holder | $4,960 | $7,703-35.6% | $10,281-51.8% | $6,261-20.8% |