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 | $350,888 | $51,638+579.5% | $68,368+413.2% | $82,448+325.6% |
| Participation rate | 48.6% | 63.6%-15.0pp | 73.8%-25.2pp | 68.1%-19.5pp |
| Annual return | 16.85% | 37.53%-20.7pp | 292.57%-275.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,997 | $2,914+174.5% | $4,123+94.0% | $4,139+93.2% |
| Admin fee / account holder | $1,997 | $4,643-57.0% | $5,150-61.2% | $7,234-72.4% |