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 | $18,365 | $76,552-76.0% | $123,893-85.2% | $62,891-70.8% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 20.90% | 18.68%+2.2pp | 47.52%-26.6pp | 20.14%+0.8pp |
| Employer contribution / active EE | $953 | $2,883-66.9% | $4,617-79.4% | $2,281-58.2% |
| Participant deferral / active EE | $3,662 | $4,840-24.3% | $5,984-38.8% | $3,203+14.3% |
| Admin fee / account holder | $1,566 | $4,826-67.6% | $8,357-81.3% | $4,296-63.6% |