Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,964 | $166,242-88.0% | $165,071-87.9% | $145,884-86.3% |
| Participation rate | 10.5% | 82.0%-71.5pp | 78.6%-68.1pp | 80.3%-69.8pp |
| Annual return | 4.63% | 100.44%-95.8pp | 70.17%-65.5pp | 551.85%-547.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,075 | $6,964-70.2% | $6,035-65.6% | $6,690-69.0% |
| Admin fee / account holder | $1,086 | $16,658-93.5% | $12,695-91.4% | $13,392-91.9% |