Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,266 | $93,345-80.4% | $119,126-84.7% | $87,485-79.1% |
| Participation rate | 48.0% | 68.7%-20.7pp | 75.8%-27.8pp | 68.9%-20.9pp |
| Annual return | 15.64% | 19.08%-3.4pp | 282.11%-266.5pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,312 | $3,172-58.6% | $4,034-67.5% | $2,596-49.4% |
| Participant deferral / active EE | $2,329 | $4,099-43.2% | $5,318-56.2% | $4,274-45.5% |
| Admin fee / account holder | $3,361 | $8,039-58.2% | $10,693-68.6% | $7,775-56.8% |