Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,762 | $157,276-94.4% | $141,177-93.8% | $152,885-94.3% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 27.09% | 64.33%-37.2pp | 71.40%-44.3pp | 345.39%-318.3pp |
| Employer contribution / active EE | $1,729 | $5,262-67.1% | $4,736-63.5% | $4,763-63.7% |
| Participant deferral / active EE | $2,817 | $7,110-60.4% | $6,710-58.0% | $5,851-51.9% |
| Admin fee / account holder | $770 | $12,123-93.6% | $10,263-92.5% | $11,598-93.4% |