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.
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.)
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 | $781,180 | $148,623+425.6% | $135,974+474.5% | $139,466+460.1% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.6pp | 80.3%-44.0pp |
| Annual return | 19.72% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,663 | $5,246-49.2% | $4,859-45.2% | $4,754-44.0% |
| Participant deferral / active EE | $2,455 | $8,103-69.7% | $7,760-68.4% | $6,712-63.4% |
| Admin fee / account holder | $2,762 | $12,406-77.7% | $10,767-74.4% | $11,409-75.8% |