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 | $19,759 | $79,181-75.0% | $102,423-80.7% | $74,429-73.5% |
| Participation rate | 36.6% | 74.8%-38.1pp | 76.5%-39.9pp | 67.2%-30.6pp |
| Annual return | 14.02% | 54.97%-41.0pp | 29.42%-15.4pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $1,026 | $2,362-56.5% | $3,023-66.0% | $2,625-60.9% |
| Participant deferral / active EE | $2,158 | $4,416-51.1% | $5,054-57.3% | $4,348-50.4% |
| Admin fee / account holder | $3,030 | $2,002+51.4% | $9,455-67.9% | $1,944+55.9% |