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 | $13,426 | $85,766-84.3% | $136,297-90.1% | $70,124-80.9% |
| Participation rate | 37.1% | 74.2%-37.1pp | 81.9%-44.8pp | 69.5%-32.4pp |
| Annual return | 23.10% | 31.45%-8.4pp | 5156.19%-5133.1pp | 73.14%-50.0pp |
| Employer contribution / active EE | $742 | $2,966-75.0% | $4,696-84.2% | $2,342-68.3% |
| Participant deferral / active EE | $2,073 | $5,051-59.0% | $6,247-66.8% | $3,332-37.8% |
| Admin fee / account holder | $2,964 | $5,420-45.3% | $9,244-67.9% | $4,645-36.2% |