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 | $10,660 | $176,105-93.9% | $159,474-93.3% | $167,536-93.6% |
| Participation rate | 56.3% | 85.0%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 5.29% | 331.91%-326.6pp | 263.68%-258.4pp | 478.82%-473.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,386 | $7,751-4.7% | $7,353+0.4% | $6,342+16.5% |
| Admin fee / account holder | $2,773 | $12,559-77.9% | $10,802-74.3% | $12,315-77.5% |