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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,079 | $202,345-86.1% | $172,755-83.7% | $152,885-81.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 1.30% | 1029.77%-1028.5pp | 802.94%-801.6pp | 345.39%-344.1pp |
| Employer contribution / active EE | $1,346 | $5,858-77.0% | $5,144-73.8% | $4,763-71.7% |
| Participant deferral / active EE | $2,085 | $5,948-65.0% | $5,198-59.9% | $5,851-64.4% |
| Admin fee / account holder | $2,263 | $17,111-86.8% | $13,955-83.8% | $11,598-80.5% |