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.
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 | $7,028 | $110,410-93.6% | $102,437-93.1% | $145,897-95.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 18.42% | 24.85%-6.4pp | 24.95%-6.5pp | 552.29%-533.9pp |
| Employer contribution / active EE | $1,089 | $4,217-74.2% | $3,871-71.9% | $4,663-76.7% |
| Participant deferral / active EE | $1,256 | $5,622-77.7% | $5,060-75.2% | $6,689-81.2% |
| Admin fee / account holder | $1,526 | $9,745-84.3% | $8,388-81.8% | $13,390-88.6% |