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 | $289,287 | $102,385+182.5% | $147,080+96.7% | $80,935+257.4% |
| Participation rate | 69.8% | 75.9%-6.1pp | 82.2%-12.4pp | 67.7%+2.2pp |
| Annual return | 12.26% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,287 | $6,651+9.6% | $8,066-9.7% | $4,299+69.5% |
| Admin fee / account holder | $2,744 | $7,951-65.5% | $12,989-78.9% | $6,924-60.4% |