Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Employer 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 | $5,992 | $96,491-93.8% | $75,894-92.1% | $152,885-96.1% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.3%-0.1pp | 82.5%-13.2pp |
| Annual return | 233.74% | 33.98%+199.8pp | 30.76%+203.0pp | 345.39%-111.6pp |
| Employer contribution / active EE | $400 | $3,310-87.9% | $2,501-84.0% | $4,763-91.6% |
| Participant deferral / active EE | $1,513 | $4,553-66.8% | $3,603-58.0% | $5,851-74.1% |
| Admin fee / account holder | $378 | $8,079-95.3% | $5,420-93.0% | $11,598-96.7% |