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 | $283,600 | $79,449+257.0% | $189,575+49.6% | $85,847+230.4% |
| Participation rate | 55.6% | 66.0%-10.4pp | 78.4%-22.9pp | 69.3%-13.8pp |
| Annual return | 18.65% | 18.45%+0.2pp | 64.19%-45.5pp | 318.61%-300.0pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,772 | $4,051+67.2% | $6,174+9.7% | $3,952+71.4% |
| Admin fee / account holder | $533 | $5,377-90.1% | $9,806-94.6% | $6,261-91.5% |