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 | $514,198 | $102,635+401.0% | $86,209+496.5% | $139,456+268.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 17.50% | 1923.53%-1906.0pp | 1169.05%-1151.6pp | 373.45%-355.9pp |
| Employer contribution / active EE | $1,050 | $3,034-65.4% | $2,381-55.9% | $4,753-77.9% |
| Participant deferral / active EE | $1,000 | $4,677-78.6% | $3,986-74.9% | $6,711-85.1% |
| Admin fee / account holder | $4,659 | $8,661-46.2% | $6,853-32.0% | $11,407-59.2% |