Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $305,238 | $209,336+45.8% | $197,124+54.8% | $137,256+122.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 10.79% | 48.09%-37.3pp | 44.34%-33.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,344 | $6,591-79.6% | $6,227-78.4% | $4,156-67.7% |
| Participant deferral / active EE | $11,245 | $9,614+17.0% | $9,135+23.1% | $6,407+75.5% |
| Admin fee / account holder | $7,563 | $17,308-56.3% | $16,298-53.6% | $12,270-38.4% |