Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,477 | $180,978-98.1% | $147,117-97.6% | - |
| Participation rate | 66.7% | 77.3%-10.6pp | 82.2%-15.5pp | - |
| Annual return | 12.33% | 12.24%+0.1pp | 420.54%-408.2pp | - |
| Employer contribution / active EE | $0 | $3,338-100.0% | $4,932-100.0% | - |
| Participant deferral / active EE | $980 | $6,936-85.9% | $8,065-87.8% | - |
| Admin fee / account holder | $547 | $27,876-98.0% | $12,993-95.8% | - |