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 | $299,359 | $275,752+8.6% | $256,809+16.6% | $198,609+50.7% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 14.23% | 34.81%-20.6pp | 32.73%-18.5pp | 202.70%-188.5pp |
| Employer contribution / active EE | $1,922 | $7,721-75.1% | $7,263-73.5% | $5,055-62.0% |
| Participant deferral / active EE | $17,733 | $10,037+76.7% | $9,520+86.3% | $6,977+154.2% |
| Admin fee / account holder | $4,204 | $25,716-83.7% | $25,146-83.3% | $19,030-77.9% |