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 | $295,277 | $160,028+84.5% | $147,080+100.8% | $145,884+102.4% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 21.80% | 98.60%-76.8pp | 420.17%-398.4pp | 551.85%-530.1pp |
| Employer contribution / active EE | $898 | $5,286-83.0% | $4,933-81.8% | $4,662-80.7% |
| Participant deferral / active EE | $3,966 | $8,422-52.9% | $8,066-50.8% | $6,690-40.7% |
| Admin fee / account holder | $20,514 | $15,030+36.5% | $12,989+57.9% | $13,392+53.2% |