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 | $546,361 | $185,905+193.9% | $170,057+221.3% | $139,487+291.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 12.84% | 60.56%-47.7pp | 53.42%-40.6pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,600 | $7,597-78.9% | $6,790-76.4% | $4,755-66.3% |
| Participant deferral / active EE | $1,600 | $11,627-86.2% | $10,411-84.6% | $6,713-76.2% |
| Admin fee / account holder | $16,947 | $15,397+10.1% | $12,826+32.1% | $11,407+48.6% |