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 | $25,607 | $78,636-67.4% | $105,607-75.8% | $74,459-65.6% |
| Participation rate | 60.4% | 72.8%-12.4pp | 75.3%-14.9pp | 67.2%-6.8pp |
| Annual return | 12.19% | 15.96%-3.8pp | 116.11%-103.9pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $1,152 | $2,523-54.3% | $3,167-63.6% | $2,626-56.1% |
| Participant deferral / active EE | $2,640 | $4,322-38.9% | $5,011-47.3% | $4,350-39.3% |
| Admin fee / account holder | $3,714 | $2,220+67.3% | $10,958-66.1% | $1,945+91.0% |