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 | $19,566 | $202,342-90.3% | $172,753-88.7% | $152,909-87.2% |
| Participation rate | 39.1% | 87.1%-47.9pp | 82.6%-43.5pp | 82.5%-43.3pp |
| Annual return | 20.89% | 1029.88%-1009.0pp | 803.00%-782.1pp | 345.46%-324.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,577 | $5,948-73.5% | $5,198-69.7% | $5,851-73.1% |
| Admin fee / account holder | $400 | $17,112-97.7% | $13,956-97.1% | $11,601-96.6% |