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 | $7,139 | $124,425-94.3% | $112,040-93.6% | $137,256-94.8% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 21.46% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,486 | $5,718-56.5% | $5,098-51.2% | $6,407-61.2% |
| Admin fee / account holder | $660 | $15,207-95.7% | $12,098-94.5% | $12,270-94.6% |