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 | $506,499 | $126,661+299.9% | $113,397+346.7% | $138,895+264.7% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.5%-56.5pp | 79.9%-59.9pp |
| Annual return | 13.22% | 25.05%-11.8pp | 23.20%-10.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $556 | $3,456-83.9% | $2,977-81.3% | $4,194-86.7% |
| Participant deferral / active EE | $2,641 | $5,693-53.6% | $5,076-48.0% | $6,396-58.7% |
| Admin fee / account holder | $814 | $14,549-94.4% | $11,957-93.2% | $12,562-93.5% |