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.
Employer 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 | $8,797 | $134,817-93.5% | $123,973-92.9% | $155,188-94.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 17.24% | 515.49%-498.2pp | 388.13%-370.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $877 | $4,425-80.2% | $4,126-78.8% | $4,248-79.4% |
| Participant deferral / active EE | $1,813 | $5,706-68.2% | $5,247-65.5% | $6,531-72.2% |
| Admin fee / account holder | $1,099 | $13,245-91.7% | $11,799-90.7% | $14,480-92.4% |