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 | $17,737 | $72,492-75.5% | $87,104-79.6% | $72,975-75.7% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.9%-15.9pp | 69.5%-8.5pp |
| Annual return | 26.89% | 24.46%+2.4pp | 28.19%-1.3pp | 81.01%-54.1pp |
| Employer contribution / active EE | $581 | $1,894-69.3% | $2,521-76.9% | $2,440-76.2% |
| Participant deferral / active EE | $1,654 | $3,270-49.4% | $4,048-59.1% | $3,608-54.1% |
| Admin fee / account holder | $626 | $5,055-87.6% | $7,491-91.6% | $5,124-87.8% |