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 | $1,555,890 | $227,566+583.7% | $189,558+720.8% | $167,518+828.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.5%-11.8pp | 82.1%-15.4pp |
| Annual return | 12.42% | 78.43%-66.0pp | 64.19%-51.8pp | 478.71%-466.3pp |
| Employer contribution / active EE | $5,000 | $5,316-5.9% | $4,412+13.3% | $4,838+3.3% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $40,749 | $11,881+243.0% | $9,809+315.4% | $12,312+231.0% |