Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,513 | $217,427-88.3% | $185,837-86.3% | $167,518-84.8% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 23.48% | 148.39%-124.9pp | 122.08%-98.6pp | 478.71%-455.2pp |
| Employer contribution / active EE | $1,424 | $5,874-75.8% | $5,168-72.5% | $4,838-70.6% |
| Participant deferral / active EE | $4,772 | $6,357-24.9% | $5,568-14.3% | $6,342-24.8% |
| Admin fee / account holder | $351 | $19,816-98.2% | $16,241-97.8% | $12,312-97.2% |