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 | $438,867 | $202,342+116.9% | $172,752+154.0% | $152,897+187.0% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 19.88% | 1029.83%-1009.9pp | 802.97%-783.1pp | 345.43%-325.5pp |
| Employer contribution / active EE | $837 | $5,858-85.7% | $5,144-83.7% | $4,764-82.4% |
| Participant deferral / active EE | $2,714 | $5,948-54.4% | $5,198-47.8% | $5,851-53.6% |
| Admin fee / account holder | $17,082 | $17,111-0.2% | $13,955+22.4% | $11,599+47.3% |