Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,078 | $175,231-94.2% | $149,696-93.3% | $139,466-92.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.64% | 166.77%-145.1pp | 134.46%-112.8pp | 373.66%-352.0pp |
| Employer contribution / active EE | $1,469 | $5,478-73.2% | $4,821-69.5% | $4,754-69.1% |
| Participant deferral / active EE | $1,661 | $6,521-74.5% | $5,682-70.8% | $6,712-75.3% |
| Admin fee / account holder | $1,334 | $16,155-91.7% | $13,212-89.9% | $11,409-88.3% |