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 | $5,112 | $110,410-95.4% | $102,437-95.0% | $145,897-96.5% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 23.53% | 24.85%-1.3pp | 24.95%-1.4pp | 552.29%-528.8pp |
| Employer contribution / active EE | $1,324 | $4,217-68.6% | $3,871-65.8% | $4,663-71.6% |
| Participant deferral / active EE | $623 | $5,622-88.9% | $5,060-87.7% | $6,689-90.7% |
| Admin fee / account holder | $1,176 | $9,745-87.9% | $8,388-86.0% | $13,390-91.2% |