Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,553 | $162,812-82.5% | $133,971-78.7% | $158,966-82.0% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 18.00% | 41.94%-23.9pp | 45.09%-27.1pp | 302.95%-285.0pp |
| Employer contribution / active EE | $1,410 | $4,976-71.7% | $3,919-64.0% | $4,762-70.4% |
| Participant deferral / active EE | $3,388 | $5,910-42.7% | $5,047-32.9% | $5,983-43.4% |
| Admin fee / account holder | $642 | $11,741-94.5% | $8,929-92.8% | $11,250-94.3% |