Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,658 | $55,902-93.5% | $76,030-95.2% | $80,959-95.5% |
| Participation rate | 32.6% | 62.1%-29.5pp | 69.1%-36.5pp | 67.7%-35.1pp |
| Annual return | 10.50% | 20.59%-10.1pp | 361.54%-351.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $434 | $3,051-85.8% | $4,257-89.8% | $4,300-89.9% |
| Admin fee / account holder | $339 | $5,239-93.5% | $6,421-94.7% | $6,925-95.1% |