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 | $13,043 | $125,237-89.6% | $105,608-87.6% | $145,877-91.1% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 15.32% | 225.76%-210.4pp | 116.50%-101.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,151 | $3,720-69.1% | $3,167-63.7% | $4,663-75.3% |
| Participant deferral / active EE | $1,257 | $5,711-78.0% | $5,010-74.9% | $6,691-81.2% |
| Admin fee / account holder | $1,323 | $17,287-92.3% | $11,028-88.0% | $13,402-90.1% |