Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,470 | $86,288-85.5% | $111,306-88.8% | $85,851-85.5% |
| Participation rate | 9.4% | 73.3%-63.9pp | 77.3%-67.9pp | 69.3%-59.9pp |
| Annual return | 43.08% | 19.99%+23.1pp | 54.67%-11.6pp | 318.63%-275.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $424 | $3,641-88.4% | $4,488-90.6% | $3,952-89.3% |
| Admin fee / account holder | $320 | $8,189-96.1% | $7,966-96.0% | $6,261-94.9% |