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 | $462,646 | $157,304+194.1% | $141,197+227.7% | $152,909+202.6% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 19.83% | 64.34%-44.5pp | 71.41%-51.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $520 | $5,263-90.1% | $4,736-89.0% | $4,764-89.1% |
| Participant deferral / active EE | $3,794 | $7,111-46.6% | $6,710-43.5% | $5,851-35.2% |
| Admin fee / account holder | $3,056 | $12,126-74.8% | $10,265-70.2% | $11,601-73.7% |