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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $865,955 | $156,398+453.7% | $147,318+487.8% | $138,895+523.5% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 11.23% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $883 | $4,853-81.8% | $4,593-80.8% | $4,194-78.9% |
| Participant deferral / active EE | $10,875 | $8,237+32.0% | $7,906+37.5% | $6,396+70.0% |
| Admin fee / account holder | $2,570 | $14,976-82.8% | $13,708-81.3% | $12,562-79.5% |