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 | $24,246 | $83,045-70.8% | $130,026-81.4% | $71,495-66.1% |
| Participation rate | 0.0% | 74.1%-74.1pp | 78.5%-78.5pp | 67.9%-67.9pp |
| Annual return | 16.27% | 20.61%-4.3pp | -137.26%+153.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,217 | $2,623-53.6% | $4,321-71.8% | $2,589-53.0% |
| Participant deferral / active EE | $1,833 | $4,436-58.7% | $5,821-68.5% | $4,291-57.3% |
| Admin fee / account holder | $1,702 | $1,727-1.4% | $10,608-84.0% | $1,588+7.2% |