Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,189 | $85,766-93.9% | $136,298-96.2% | $70,126-92.6% |
| Participation rate | 25.8% | 74.2%-48.3pp | 81.9%-56.1pp | 69.5%-43.7pp |
| Annual return | 18.84% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,520 | $2,966-48.7% | $4,696-67.6% | $2,343-35.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $520 | $5,421-90.4% | $9,244-94.4% | $4,645-88.8% |