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 | $8,871 | $73,978-88.0% | $96,515-90.8% | $75,173-88.2% |
| Participation rate | 54.8% | 66.4%-11.7pp | 74.3%-19.6pp | 67.2%-12.4pp |
| Annual return | 28.48% | 26.72%+1.8pp | 35.73%-7.3pp | 160.72%-132.2pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,895 | $3,660-48.2% | $4,880-61.2% | $4,126-54.1% |
| Admin fee / account holder | $3,136 | $5,219-39.9% | $6,735-53.4% | $5,651-44.5% |