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.
Participant 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 | $292,483 | $117,904+148.1% | $102,457+185.5% | $145,978+100.4% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 10.10% | 31.80%-21.7pp | 29.41%-19.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $876 | $3,613-75.8% | $3,022-71.0% | $4,662-81.2% |
| Participant deferral / active EE | $876 | $5,733-84.7% | $5,054-82.7% | $6,690-86.9% |
| Admin fee / account holder | $12,187 | $13,329-8.6% | $9,451+28.9% | $13,400-9.1% |