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.
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.)
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 | $7,282 | $60,261-87.9% | $81,783-91.1% | $74,546-90.2% |
| Participation rate | 10.8% | 62.9%-52.1pp | 72.4%-61.6pp | 67.2%-56.4pp |
| Annual return | -6.61% | 16.88%-23.5pp | 775.05%-781.7pp | 1366.03%-1372.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $659 | $3,388-80.6% | $4,320-84.7% | $4,347-84.8% |
| Admin fee / account holder | $1,175 | $1,482-20.7% | $7,380-84.1% | $1,944-39.5% |