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.
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 | $6,695 | $124,336-94.6% | $111,303-94.0% | $167,518-96.0% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 9.81% | 37.45%-27.6pp | 54.66%-44.9pp | 478.71%-468.9pp |
| Employer contribution / active EE | $1,401 | $3,436-59.2% | $2,731-48.7% | $4,838-71.0% |
| Participant deferral / active EE | $1,597 | $5,181-69.2% | $4,487-64.4% | $6,342-74.8% |
| Admin fee / account holder | $603 | $10,623-94.3% | $7,966-92.4% | $12,312-95.1% |