Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,043 | $176,077-90.3% | $159,455-89.3% | $167,518-89.8% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 13.11% | 331.83%-318.7pp | 263.63%-250.5pp | 478.71%-465.6pp |
| Employer contribution / active EE | $1,735 | $5,298-67.2% | $4,830-64.1% | $4,838-64.1% |
| Participant deferral / active EE | $2,337 | $7,751-69.8% | $7,353-68.2% | $6,342-63.1% |
| Admin fee / account holder | $1,407 | $12,556-88.8% | $10,800-87.0% | $12,312-88.6% |