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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,092 | $77,638-84.4% | $156,551-92.3% | $62,881-80.8% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 4.29% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $554 | $3,444-83.9% | $5,501-89.9% | $2,281-75.7% |
| Participant deferral / active EE | $1,203 | $3,046-60.5% | $4,871-75.3% | $3,203-62.4% |
| Admin fee / account holder | $491 | $5,561-91.2% | $13,028-96.2% | $4,296-88.6% |