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 | $286,553 | $99,053+189.3% | $88,179+225.0% | $138,895+106.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 12.40% | 78.17%-65.8pp | 64.97%-52.6pp | 145.39%-133.0pp |
| Employer contribution / active EE | -$4,345 | $2,882-250.8% | $2,549-270.4% | $4,194-203.6% |
| Participant deferral / active EE | $21,436 | $5,225+310.2% | $4,614+364.6% | $6,396+235.1% |
| Admin fee / account holder | $3,628 | $8,748-58.5% | $7,673-52.7% | $12,562-71.1% |