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 | $374,066 | $149,778+149.7% | $118,946+214.5% | $158,950+135.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 17.63% | 19.95%-2.3pp | 35.89%-18.3pp | 302.91%-285.3pp |
| Employer contribution / active EE | $775 | $4,117-81.2% | $3,263-76.2% | $4,762-83.7% |
| Participant deferral / active EE | $8,125 | $5,225+55.5% | $4,266+90.5% | $5,983+35.8% |
| Admin fee / account holder | $161,581 | $8,604+1777.9% | $6,581+2355.3% | $11,248+1336.5% |