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 | $524,052 | $227,291+130.6% | $214,702+144.1% | $155,188+237.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 13.63% | 60.08%-46.4pp | 54.55%-40.9pp | 148.84%-135.2pp |
| Employer contribution / active EE | $905 | $6,772-86.6% | $6,461-86.0% | $4,248-78.7% |
| Participant deferral / active EE | $5,563 | $9,582-41.9% | $9,147-39.2% | $6,531-14.8% |
| Admin fee / account holder | $2,911 | $20,413-85.7% | $19,830-85.3% | $14,480-79.9% |