Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,881 | $86,949-72.5% | $102,460-76.7% | $80,959-70.5% |
| Participation rate | 66.1% | 72.4%-6.3pp | 76.5%-10.4pp | 67.7%-1.6pp |
| Annual return | 16.11% | 18.89%-2.8pp | 29.47%-13.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,536 | $2,370-35.2% | $3,025-49.2% | $2,757-44.3% |
| Participant deferral / active EE | $2,461 | $4,121-40.3% | $5,056-51.3% | $4,300-42.8% |
| Admin fee / account holder | $858 | $8,048-89.3% | $9,460-90.9% | $6,925-87.6% |