Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,108 | $112,915-84.8% | $90,965-81.2% | $158,950-89.2% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 28.41% | 215.75%-187.3pp | 134.57%-106.2pp | 302.91%-274.5pp |
| Employer contribution / active EE | $425 | $2,894-85.3% | $2,122-80.0% | $4,762-91.1% |
| Participant deferral / active EE | $906 | $4,128-78.0% | $3,373-73.1% | $5,983-84.9% |
| Admin fee / account holder | $3,504 | $8,044-56.4% | $5,960-41.2% | $11,248-68.9% |