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 | $11,615 | $174,379-93.3% | $152,093-92.4% | $138,895-91.6% |
| Participation rate | 53.3% | 81.6%-28.3pp | 77.8%-24.4pp | 79.9%-26.6pp |
| Annual return | 29.47% | 74.86%-45.4pp | 66.36%-36.9pp | 145.39%-115.9pp |
| Employer contribution / active EE | $1,217 | $4,652-73.8% | $4,175-70.8% | $4,194-71.0% |
| Participant deferral / active EE | $1,586 | $6,159-74.3% | $5,451-70.9% | $6,396-75.2% |
| Admin fee / account holder | $690 | $16,880-95.9% | $14,497-95.2% | $12,562-94.5% |