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 | $301,281 | $176,794+70.4% | $146,647+105.4% | $167,553+79.8% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 9.42% | 24.04%-14.6pp | 22.75%-13.3pp | 478.89%-469.5pp |
| Employer contribution / active EE | $1,031 | $5,161-80.0% | $4,137-75.1% | $4,840-78.7% |
| Participant deferral / active EE | $7,477 | $6,440+16.1% | $5,506+35.8% | $6,343+17.9% |
| Admin fee / account holder | $61,071 | $13,262+360.5% | $10,281+494.0% | $12,316+395.9% |