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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,567 | $101,795-82.7% | $165,100-89.4% | $80,959-78.3% |
| Participation rate | 68.8% | 71.8%-3.1pp | 78.6%-9.9pp | 67.7%+1.1pp |
| Annual return | 5.65% | 16.73%-11.1pp | 70.21%-64.6pp | 35.67%-30.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $898 | $4,476-79.9% | $6,035-85.1% | $4,300-79.1% |
| Admin fee / account holder | $496 | $8,221-94.0% | $12,696-96.1% | $6,925-92.8% |