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 | $12,301 | $85,766-85.7% | $136,298-91.0% | $70,126-82.5% |
| Participation rate | 26.8% | 74.2%-47.3pp | 81.9%-55.1pp | 69.5%-42.7pp |
| Annual return | 14.33% | 31.46%-17.1pp | 5156.27%-5141.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $512 | $2,966-82.7% | $4,696-89.1% | $2,343-78.1% |
| Participant deferral / active EE | $707 | $5,051-86.0% | $6,247-88.7% | $3,332-78.8% |
| Admin fee / account holder | $2,241 | $5,421-58.7% | $9,244-75.8% | $4,645-51.8% |