Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,447 | $96,419-95.4% | $80,648-94.5% | $139,487-96.8% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 9.40% | 1352.86%-1343.5pp | 937.21%-927.8pp | 373.84%-364.4pp |
| Employer contribution / active EE | $789 | $3,261-75.8% | $2,724-71.0% | $4,755-83.4% |
| Participant deferral / active EE | $1,250 | $5,225-76.1% | $4,443-71.9% | $6,713-81.4% |
| Admin fee / account holder | $1,570 | $6,605-76.2% | $5,382-70.8% | $11,407-86.2% |