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 | $1,037,969 | $183,627+465.3% | $155,602+567.1% | $145,978+611.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 11.38% | 61.32%-49.9pp | 64.81%-53.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $241 | $5,316-95.5% | $4,675-94.8% | $4,662-94.8% |
| Participant deferral / active EE | $3,532 | $6,466-45.4% | $5,629-37.3% | $6,690-47.2% |
| Admin fee / account holder | $10,720 | $19,327-44.5% | $15,923-32.7% | $13,400-20.0% |