Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,912 | $175,259-89.8% | $149,723-88.0% | $139,487-87.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 31.21% | 166.82%-135.6pp | 134.50%-103.3pp | 373.84%-342.6pp |
| Employer contribution / active EE | $2,031 | $5,478-62.9% | $4,821-57.9% | $4,755-57.3% |
| Participant deferral / active EE | $5,115 | $6,522-21.6% | $5,682-10.0% | $6,713-23.8% |
| Admin fee / account holder | $427 | $16,158-97.4% | $13,215-96.8% | $11,407-96.3% |