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 | $23,973 | $254,759-90.6% | $216,567-88.9% | $198,609-87.9% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 8.46% | 10.04%-1.6pp | 12.94%-4.5pp | 202.70%-194.2pp |
| Employer contribution / active EE | $2,304 | $6,096-62.2% | $5,216-55.8% | $5,055-54.4% |
| Participant deferral / active EE | $8,189 | $6,948+17.9% | $6,191+32.3% | $6,977+17.4% |
| Admin fee / account holder | $4,603 | $26,311-82.5% | $21,981-79.1% | $19,030-75.8% |