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 | $552,406 | $166,242+232.3% | $165,071+234.6% | $145,884+278.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 56.50% | 100.44%-43.9pp | 70.17%-13.7pp | 551.85%-495.4pp |
| Employer contribution / active EE | $337 | $5,283-93.6% | $4,347-92.2% | $4,662-92.8% |
| Participant deferral / active EE | $5,010 | $6,964-28.1% | $6,035-17.0% | $6,690-25.1% |
| Admin fee / account holder | $4,633 | $16,658-72.2% | $12,695-63.5% | $13,392-65.4% |