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 | $294,566 | $117,846+150.0% | $102,434+187.6% | $145,884+101.9% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 22.27% | 31.90%-9.6pp | 29.46%-7.2pp | 551.85%-529.6pp |
| Employer contribution / active EE | $110 | $3,615-97.0% | $3,023-96.4% | $4,662-97.6% |
| Participant deferral / active EE | $9,862 | $5,733+72.0% | $5,055+95.1% | $6,690+47.4% |
| Admin fee / account holder | $2,388 | $13,356-82.1% | $9,462-74.8% | $13,392-82.2% |