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 | $344,030 | $183,592+87.4% | $155,574+121.1% | $145,877+135.8% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 10.85% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,136 | $5,317-59.8% | $4,676-54.3% | $4,663-54.2% |
| Participant deferral / active EE | $6 | $6,466-99.9% | $5,629-99.9% | $6,691-99.9% |
| Admin fee / account holder | $6,601 | $19,316-65.8% | $15,914-58.5% | $13,402-50.7% |