Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $353,570 | $92,219+283.4% | $76,767+360.6% | $135,380+161.2% |
| Participation rate | 35.0% | 79.8%-44.8pp | 77.0%-42.0pp | 82.6%-47.6pp |
| Annual return | -5.56% | 5.46%-11.0pp | 2.43%-8.0pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,051 | $4,508+12.0% | $3,852+31.1% | $5,609-9.9% |
| Admin fee / account holder | $99,332 | $10,749+824.1% | $6,675+1388.0% | $10,828+817.4% |