Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,055 | $70,435-82.9% | $96,575-87.5% | $85,856-86.0% |
| Participation rate | 60.0% | 61.8%-1.8pp | 69.8%-9.8pp | 69.3%-9.3pp |
| Annual return | 25.27% | 18.59%+6.7pp | 37.79%-12.5pp | 318.58%-293.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,260 | $2,894+47.2% | $3,849+10.7% | $3,952+7.8% |
| Admin fee / account holder | $336 | $4,997-93.3% | $6,182-94.6% | $6,261-94.6% |