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 | $16,879 | $212,386-92.1% | $199,883-91.6% | $138,895-87.8% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 11.38% | 47.75%-36.4pp | 43.81%-32.4pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,276 | $6,625-65.6% | $6,261-63.7% | $4,194-45.7% |
| Participant deferral / active EE | $3,179 | $9,617-66.9% | $9,138-65.2% | $6,396-50.3% |
| Admin fee / account holder | $1,182 | $18,233-93.5% | $17,268-93.2% | $12,562-90.6% |