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 | $25,017 | $80,748-69.0% | $102,383-75.6% | $74,429-66.4% |
| Participation rate | 43.5% | 65.7%-22.1pp | 74.5%-31.0pp | 67.2%-23.7pp |
| Annual return | 29.11% | 27.57%+1.5pp | 24.94%+4.2pp | 1368.38%-1339.3pp |
| Employer contribution / active EE | $1,239 | $3,159-60.8% | $3,870-68.0% | $2,625-52.8% |
| Participant deferral / active EE | $2,304 | $3,861-40.3% | $5,060-54.5% | $4,348-47.0% |
| Admin fee / account holder | $1,107 | $2,371-53.3% | $8,391-86.8% | $1,944-43.1% |