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 | $346,919 | $152,619+127.3% | $125,195+177.1% | $152,909+126.9% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.5%-38.0pp |
| Annual return | 25.39% | 54.85%-29.5pp | 43.79%-18.4pp | 345.46%-320.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $160 | $5,869-97.3% | $4,937-96.8% | $5,851-97.3% |
| Admin fee / account holder | $4,680 | $13,437-65.2% | $9,704-51.8% | $11,601-59.7% |