Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Employer 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,845 | $123,854+200.2% | $69,623+434.1% | $145,884+154.9% |
| Participation rate | 43.8% | 69.2%-25.5pp | 66.4%-22.7pp | 80.3%-36.6pp |
| Annual return | 21.57% | 192.35%-170.8pp | 101.23%-79.7pp | 551.85%-530.3pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,877 | $4,242-32.2% | $2,890-0.4% | $6,690-57.0% |
| Admin fee / account holder | $3,051 | $7,822-61.0% | $4,696-35.0% | $13,392-77.2% |