Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,128 | $81,504-80.2% | $102,437-84.3% | $80,959-80.1% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 21.58% | 25.60%-4.0pp | 24.95%-3.4pp | 35.67%-14.1pp |
| Employer contribution / active EE | $1,107 | $3,104-64.3% | $3,871-71.4% | $2,757-59.9% |
| Participant deferral / active EE | $3,649 | $3,871-5.7% | $5,060-27.9% | $4,300-15.1% |
| Admin fee / account holder | $708 | $6,719-89.5% | $8,388-91.6% | $6,925-89.8% |