Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,238 | $102,385-86.1% | $147,080-90.3% | $80,935-82.4% |
| Participation rate | 57.8% | 75.9%-18.1pp | 82.2%-24.4pp | 67.7%-9.9pp |
| Annual return | 17.36% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $1,170 | $3,717-68.5% | $4,933-76.3% | $2,757-57.6% |
| Participant deferral / active EE | $1,954 | $6,651-70.6% | $8,066-75.8% | $4,299-54.6% |
| Admin fee / account holder | $1,065 | $7,951-86.6% | $12,989-91.8% | $6,924-84.6% |