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.
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 | $15,711 | $85,766-81.7% | $136,298-88.5% | $70,126-77.6% |
| Participation rate | 32.4% | 74.2%-41.7pp | 81.9%-49.5pp | 69.5%-37.1pp |
| Annual return | 23.33% | 31.46%-8.1pp | 5156.27%-5132.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $1,031 | $2,966-65.2% | $4,696-78.0% | $2,343-56.0% |
| Participant deferral / active EE | $1,089 | $5,051-78.4% | $6,247-82.6% | $3,332-67.3% |
| Admin fee / account holder | $658 | $5,421-87.9% | $9,244-92.9% | $4,645-85.8% |