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 | $7,722 | $99,652-92.3% | $78,778-90.2% | $147,586-94.8% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 12.71% | 47.28%-34.6pp | 35.62%-22.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,133 | $2,796-59.5% | $1,986-42.9% | $4,876-76.8% |
| Participant deferral / active EE | $732 | $3,664-80.0% | $2,958-75.2% | $5,439-86.5% |
| Admin fee / account holder | $338 | $7,155-95.3% | $5,134-93.4% | $10,886-96.9% |