Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,824 | $155,555-95.0% | $146,866-94.7% | $155,188-95.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 25.36% | 115.41%-90.1pp | 102.85%-77.5pp | 148.84%-123.5pp |
| Employer contribution / active EE | $1,059 | $4,647-77.2% | $4,425-76.1% | $4,248-75.1% |
| Participant deferral / active EE | $1,895 | $8,044-76.4% | $7,759-75.6% | $6,531-71.0% |
| Admin fee / account holder | $1,297 | $14,755-91.2% | $13,620-90.5% | $14,480-91.0% |