Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,096 | $165,399-93.9% | $149,745-93.3% | $158,982-93.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.73% | 348.34%-324.6pp | 276.72%-253.0pp | 302.99%-279.3pp |
| Employer contribution / active EE | $985 | $5,105-80.7% | $4,646-78.8% | $4,763-79.3% |
| Participant deferral / active EE | $1,454 | $7,183-79.8% | $6,843-78.8% | $5,983-75.7% |
| Admin fee / account holder | $1,723 | $10,811-84.1% | $9,312-81.5% | $11,252-84.7% |