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 | $563,634 | $185,141+204.4% | $153,416+267.4% | $155,188+263.2% |
| Participation rate | 50.0% | 79.9%-29.9pp | 74.3%-24.3pp | 80.8%-30.8pp |
| Annual return | 14.44% | 18.72%-4.3pp | 17.84%-3.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,500 | $4,489-66.6% | $3,764-60.1% | $4,248-64.7% |
| Participant deferral / active EE | $1,500 | $5,477-72.6% | $4,723-68.2% | $6,531-77.0% |
| Admin fee / account holder | $125,550 | $16,005+684.4% | $13,095+858.8% | $14,480+767.1% |