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 | $17,220 | $46,722-63.1% | $130,660-86.8% | $65,185-73.6% |
| Participation rate | 15.5% | 60.9%-45.4pp | 71.7%-56.2pp | 70.2%-54.7pp |
| Annual return | 24.16% | 24.17%0pp | 1709.29%-1685.1pp | 29.38%-5.2pp |
| Employer contribution / active EE | $429 | $1,488-71.1% | $4,092-89.5% | $2,177-80.3% |
| Participant deferral / active EE | $755 | $2,545-70.3% | $3,603-79.0% | $3,514-78.5% |
| Admin fee / account holder | $588 | $453+29.9% | $5,463-89.2% | $847-30.5% |