Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,283 | $103,000-95.8% | $90,300-95.3% | $152,885-97.2% |
| Participation rate | 14.3% | 75.9%-61.6pp | 73.3%-59.0pp | 82.5%-68.2pp |
| Annual return | 37.57% | 95.19%-57.6pp | 78.11%-40.5pp | 345.39%-307.8pp |
| Employer contribution / active EE | $239 | $3,138-92.4% | $2,854-91.6% | $4,763-95.0% |
| Participant deferral / active EE | $555 | $4,281-87.0% | $3,884-85.7% | $5,851-90.5% |
| Admin fee / account holder | $394 | $6,173-93.6% | $5,353-92.6% | $11,598-96.6% |