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 | $6,828 | $102,609-93.3% | $98,090-93.0% | $138,895-95.1% |
| Participation rate | 58.3% | 82.8%-24.4pp | 81.5%-23.2pp | 79.9%-21.6pp |
| Annual return | 22.43% | 36.44%-14.0pp | 37.05%-14.6pp | 145.39%-123.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,975 | $8,167-75.8% | $7,845-74.8% | $6,396-69.1% |
| Admin fee / account holder | $1,180 | $11,434-89.7% | $11,815-90.0% | $12,562-90.6% |