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 | $6,736 | $60,128-88.8% | $90,440-92.6% | $79,852-91.6% |
| Participation rate | 58.9% | 65.0%-6.1pp | 72.7%-13.8pp | 69.6%-10.7pp |
| Annual return | 13.49% | 71.95%-58.5pp | 1294.38%-1280.9pp | 31.72%-18.2pp |
| Employer contribution / active EE | $678 | $2,068-67.2% | $3,263-79.2% | $2,471-72.6% |
| Participant deferral / active EE | $762 | $2,939-74.1% | $3,964-80.8% | $3,740-79.6% |
| Admin fee / account holder | $1,038 | $3,977-73.9% | $5,615-81.5% | $5,306-80.4% |