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 | $6,389 | $65,361-90.2% | $92,903-93.1% | $72,983-91.2% |
| Participation rate | 67.9% | 68.3%-0.5pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 24.20% | 42.11%-17.9pp | 109.43%-85.2pp | 81.01%-56.8pp |
| Employer contribution / active EE | $896 | $2,594-65.5% | $3,653-75.5% | $2,440-63.3% |
| Participant deferral / active EE | $1,429 | $3,128-54.3% | $4,238-66.3% | $3,608-60.4% |
| Admin fee / account holder | $348 | $4,251-91.8% | $5,795-94.0% | $5,124-93.2% |