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 | $584,246 | $223,823+161.0% | $211,142+176.7% | $154,746+277.6% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 17.44% | 50.39%-33.0pp | 46.84%-29.4pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,066 | $6,787-84.3% | $6,442-83.5% | $4,379-75.7% |
| Participant deferral / active EE | $8,950 | $9,750-8.2% | $9,284-3.6% | $6,730+33.0% |
| Admin fee / account holder | $23,821 | $19,707+20.9% | $19,076+24.9% | $14,365+65.8% |