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 | $2,058 | $70,121-97.1% | $63,803-96.8% | $138,895-98.5% |
| Participation rate | 60.9% | 77.2%-16.3pp | 72.7%-11.8pp | 79.9%-19.0pp |
| Annual return | 17.17% | 946.48%-929.3pp | 543.72%-526.5pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $309 | $4,535-93.2% | $3,843-92.0% | $6,396-95.2% |
| Admin fee / account holder | $600 | $6,738-91.1% | $5,196-88.4% | $12,562-95.2% |