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 | $19,368 | $58,828-67.1% | $78,002-75.2% | $62,881-69.2% |
| Participation rate | 25.0% | 71.1%-46.1pp | 75.5%-50.5pp | 69.3%-44.3pp |
| Annual return | 292.11% | 17.16%+275.0pp | 425.99%-133.9pp | 20.14%+272.0pp |
| Employer contribution / active EE | $610 | $1,672-63.5% | $2,470-75.3% | $2,281-73.2% |
| Participant deferral / active EE | $2,784 | $2,686+3.7% | $3,497-20.4% | $3,203-13.1% |
| Admin fee / account holder | $1,057 | $4,393-75.9% | $5,481-80.7% | $4,296-75.4% |