Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,002 | $175,231-94.9% | $149,696-94.0% | $139,466-93.5% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 17.62% | 166.77%-149.1pp | 134.46%-116.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $1,776 | $5,478-67.6% | $4,821-63.2% | $4,754-62.6% |
| Participant deferral / active EE | $204 | $6,521-96.9% | $5,682-96.4% | $6,712-97.0% |
| Admin fee / account holder | $881 | $16,155-94.5% | $13,212-93.3% | $11,409-92.3% |