Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,628 | $183,539-93.7% | $155,556-92.5% | $145,897-92.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 6.09% | 61.31%-55.2pp | 64.84%-58.7pp | 552.29%-546.2pp |
| Employer contribution / active EE | $1,252 | $5,315-76.4% | $4,675-73.2% | $4,663-73.2% |
| Participant deferral / active EE | $2,314 | $6,467-64.2% | $5,631-58.9% | $6,689-65.4% |
| Admin fee / account holder | $1,010 | $19,275-94.8% | $15,885-93.6% | $13,390-92.5% |