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.)
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 | $9,292 | $161,888-94.3% | $147,318-93.7% | $100,573-90.8% |
| Participation rate | 4.0% | 78.1%-74.1pp | 82.1%-78.1pp | 70.9%-66.9pp |
| Annual return | 17.14% | 22.84%-5.7pp | 70.43%-53.3pp | 18.89%-1.8pp |
| Employer contribution / active EE | $0 | $5,949-100.0% | $4,593-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $238 | $9,384-97.5% | $7,906-97.0% | $4,921-95.2% |
| Admin fee / account holder | $1,204 | $198+508.0% | $13,708-91.2% | $454+165.1% |