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.
Participant 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 | $296,324 | $154,228+92.1% | $145,433+103.8% | $137,256+115.9% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 12.86% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,365 | $4,804-71.6% | $4,554-70.0% | $4,156-67.2% |
| Participant deferral / active EE | $1,473 | $8,216-82.1% | $7,897-81.3% | $6,407-77.0% |
| Admin fee / account holder | $16,041 | $14,344+11.8% | $13,129+22.2% | $12,270+30.7% |