Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,854 | $55,446-80.4% | $155,574-93.0% | $74,429-85.4% |
| Participation rate | 16.4% | 61.9%-45.6pp | 78.2%-61.9pp | 67.2%-50.9pp |
| Annual return | 10.76% | 269.20%-258.4pp | 64.87%-54.1pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $809 | $2,836-71.5% | $5,629-85.6% | $4,348-81.4% |
| Admin fee / account holder | $1,064 | $1,743-38.9% | $15,914-93.3% | $1,944-45.3% |