Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $257,890 | $213,785+20.6% | $185,441+39.1% | $155,188+66.2% |
| Participation rate | 16.7% | 83.2%-66.6pp | 80.3%-63.6pp | 80.8%-64.1pp |
| Annual return | 13.06% | 19.97%-6.9pp | 20.16%-7.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,521 | $6,864-77.8% | $6,152-75.3% | $6,531-76.7% |
| Admin fee / account holder | $5,357 | $21,134-74.7% | $17,890-70.1% | $14,480-63.0% |