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 | $254,340 | $73,787+244.7% | $98,716+157.6% | $82,448+208.5% |
| Participation rate | 31.8% | 61.4%-29.6pp | 69.3%-37.5pp | 68.1%-36.2pp |
| Annual return | 16.91% | 18.57%-1.7pp | 31.81%-14.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,097 | $3,081+0.5% | $4,048-23.5% | $4,139-25.2% |
| Admin fee / account holder | $1,696 | $6,500-73.9% | $8,703-80.5% | $7,234-76.5% |