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 | $17,912 | $89,259-79.9% | $107,187-83.3% | $82,637-78.3% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 47.13% | 21.02%+26.1pp | 204.55%-157.4pp | 53.51%-6.4pp |
| Employer contribution / active EE | $937 | $3,080-69.6% | $3,782-75.2% | $2,552-63.3% |
| Participant deferral / active EE | $1,191 | $4,037-70.5% | $5,096-76.6% | $4,126-71.1% |
| Admin fee / account holder | $2,332 | $7,381-68.4% | $9,162-74.6% | $7,339-68.2% |