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 | $5,207 | $227,597-97.7% | $189,575-97.3% | $167,536-96.9% |
| Participation rate | 58.3% | 82.5%-24.2pp | 78.4%-20.1pp | 82.1%-23.8pp |
| Annual return | 21.68% | 78.44%-56.8pp | 64.19%-42.5pp | 478.82%-457.1pp |
| Employer contribution / active EE | $697 | $5,316-86.9% | $4,412-84.2% | $4,839-85.6% |
| Participant deferral / active EE | $1,231 | $7,002-82.4% | $6,174-80.1% | $6,342-80.6% |
| Admin fee / account holder | $780 | $11,877-93.4% | $9,806-92.0% | $12,315-93.7% |