Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,580 | $154,193-91.8% | $130,045-90.3% | $139,466-91.0% |
| Participation rate | 52.9% | 82.0%-29.0pp | 78.5%-25.6pp | 80.3%-27.4pp |
| Annual return | 20.74% | 32.51%-11.8pp | -137.30%+158.0pp | 373.66%-352.9pp |
| Employer contribution / active EE | $1,135 | $5,292-78.6% | $4,321-73.7% | $4,754-76.1% |
| Participant deferral / active EE | $1,546 | $6,709-77.0% | $5,820-73.4% | $6,712-77.0% |
| Admin fee / account holder | $788 | $13,989-94.4% | $10,600-92.6% | $11,409-93.1% |