Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,335 | $89,367-91.8% | $141,191-94.8% | $72,975-89.9% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 653.83% | 111.87%+542.0pp | 71.41%+582.4pp | 81.01%+572.8pp |
| Employer contribution / active EE | $1,504 | $3,115-51.7% | $4,736-68.3% | $2,440-38.4% |
| Participant deferral / active EE | $2,166 | $5,419-60.0% | $6,710-67.7% | $3,608-40.0% |
| Admin fee / account holder | $764 | $5,957-87.2% | $10,264-92.6% | $5,124-85.1% |