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 | $8,516 | $135,956-93.7% | $123,894-93.1% | $273,972-96.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 43.87% | 56.63%-12.8pp | 47.52%-3.6pp | 41.46%+2.4pp |
| Employer contribution / active EE | $1,697 | $5,170-67.2% | $4,617-63.2% | $4,869-65.2% |
| Participant deferral / active EE | $3,247 | $6,343-48.8% | $5,984-45.7% | $5,287-38.6% |
| Admin fee / account holder | $1,878 | $9,817-80.9% | $8,357-77.5% | $10,133-81.5% |