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 | $292,929 | $134,817+117.3% | $123,973+136.3% | $155,188+88.8% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 13.34% | 515.49%-502.1pp | 388.13%-374.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $350 | $4,425-92.1% | $4,126-91.5% | $4,248-91.8% |
| Participant deferral / active EE | $2,930 | $5,706-48.6% | $5,247-44.1% | $6,531-55.1% |
| Admin fee / account holder | $1,503 | $13,245-88.7% | $11,799-87.3% | $14,480-89.6% |