Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,734 | $59,819-90.4% | $79,583-92.8% | $68,490-91.6% |
| Participation rate | 4.0% | 61.1%-57.1pp | 69.5%-65.5pp | 67.9%-63.9pp |
| Annual return | 1123.75% | -12.30%+1136.0pp | 0.16%+1123.6pp | -7.85%+1131.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $541 | $3,025-82.1% | $3,986-86.4% | $4,028-86.6% |
| Admin fee / account holder | $310 | $4,835-93.6% | $6,835-95.5% | $5,403-94.3% |