Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,986 | $176,077-93.8% | $159,455-93.1% | $167,518-93.4% |
| Participation rate | 53.8% | 84.9%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 16.81% | 331.83%-315.0pp | 263.63%-246.8pp | 478.71%-461.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,270 | $7,751-70.7% | $7,353-69.1% | $6,342-64.2% |
| Admin fee / account holder | $360 | $12,556-97.1% | $10,800-96.7% | $12,312-97.1% |