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 | $17,380 | $102,382-83.0% | $147,005-88.2% | $80,874-78.5% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.2%-16.3pp | 67.6%-1.7pp |
| Annual return | 16.70% | 134.89%-118.2pp | 418.76%-402.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $868 | $3,715-76.6% | $4,934-82.4% | $2,756-68.5% |
| Participant deferral / active EE | $1,905 | $6,646-71.3% | $8,070-76.4% | $4,297-55.7% |
| Admin fee / account holder | $389 | $7,942-95.1% | $13,006-97.0% | $6,935-94.4% |