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.
Employer 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 | $18,791 | $150,447-87.5% | $136,298-86.2% | $147,586-87.3% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 102.71% | 1049.15%-946.4pp | 5156.27%-5053.6pp | 578.59%-475.9pp |
| Employer contribution / active EE | $236 | $5,256-95.5% | $4,696-95.0% | $4,876-95.2% |
| Participant deferral / active EE | $4,570 | $6,631-31.1% | $6,247-26.8% | $5,439-16.0% |
| Admin fee / account holder | $644 | $10,906-94.1% | $9,244-93.0% | $10,886-94.1% |