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 | $380,807 | $275,752+38.1% | $256,809+48.3% | $198,609+91.7% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 13.41% | 34.81%-21.4pp | 32.73%-19.3pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,768 | $7,721-77.1% | $7,263-75.7% | $5,055-65.0% |
| Participant deferral / active EE | $8,567 | $10,037-14.7% | $9,520-10.0% | $6,977+22.8% |
| Admin fee / account holder | $2,287 | $25,716-91.1% | $25,146-90.9% | $19,030-88.0% |