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 | $20,912 | $85,766-75.6% | $136,298-84.7% | $70,126-70.2% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 14.94% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $990 | $2,966-66.6% | $4,696-78.9% | $2,343-57.7% |
| Participant deferral / active EE | $2,104 | $5,051-58.3% | $6,247-66.3% | $3,332-36.8% |
| Admin fee / account holder | $761 | $5,421-86.0% | $9,244-91.8% | $4,645-83.6% |