Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Employer 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 | $19,228 | $152,612-87.4% | $125,192-84.6% | $152,897-87.4% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.5pp | 82.5%-13.2pp |
| Annual return | 17.64% | 54.85%-37.2pp | 43.79%-26.2pp | 345.43%-327.8pp |
| Employer contribution / active EE | $660 | $4,947-86.7% | $3,866-82.9% | $4,764-86.2% |
| Participant deferral / active EE | $1,859 | $5,868-68.3% | $4,937-62.3% | $5,851-68.2% |
| Admin fee / account holder | $958 | $13,437-92.9% | $9,704-90.1% | $11,599-91.7% |