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 | $657,437 | $115,225+470.6% | $100,712+552.8% | $138,895+373.3% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.3%-49.3pp | 79.9%-59.9pp |
| Annual return | 24.09% | 40.35%-16.3pp | 33.27%-9.2pp | 145.39%-121.3pp |
| Employer contribution / active EE | $780 | $2,771-71.9% | $2,313-66.3% | $4,194-81.4% |
| Participant deferral / active EE | $780 | $4,699-83.4% | $4,085-80.9% | $6,396-87.8% |
| Admin fee / account holder | $22,820 | $10,844+110.4% | $9,256+146.5% | $12,562+81.7% |