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 | $285,620 | $97,125+194.1% | $86,233+231.2% | $137,256+108.1% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.0%-56.5pp | 80.0%-67.5pp |
| Annual return | 23.10% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $255 | $2,841-91.0% | $2,504-89.8% | $4,156-93.9% |
| Participant deferral / active EE | $2,938 | $5,180-43.3% | $4,559-35.6% | $6,407-54.2% |
| Admin fee / account holder | $1,118 | $9,725-88.5% | $8,342-86.6% | $12,270-90.9% |