Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $259,889 | $121,701+113.5% | $104,639+148.4% | $158,982+63.5% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 9.32% | 465.72%-456.4pp | 340.67%-331.3pp | 302.99%-293.7pp |
| Employer contribution / active EE | $859 | $3,165-72.9% | $2,682-68.0% | $4,763-82.0% |
| Participant deferral / active EE | $400 | $4,176-90.4% | $3,738-89.3% | $5,983-93.3% |
| Admin fee / account holder | $11,124 | $7,778+43.0% | $6,465+72.0% | $11,252-1.1% |