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 | $269,381 | $142,361+89.2% | $119,608+125.2% | $134,509+100.3% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -16.57% | -12.46%-4.1pp | -14.98%-1.6pp | 418.13%-434.7pp |
| Employer contribution / active EE | $1,028 | $5,224-80.3% | $4,232-75.7% | $4,741-78.3% |
| Participant deferral / active EE | $2,446 | $6,468-62.2% | $5,601-56.3% | $6,400-61.8% |
| Admin fee / account holder | $5,643 | $13,588-58.5% | $10,326-45.4% | $11,427-50.6% |