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 | $256,638 | $134,817+90.4% | $123,973+107.0% | $155,188+65.4% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 14.40% | 515.49%-501.1pp | 388.13%-373.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $576 | $4,425-87.0% | $4,126-86.0% | $4,248-86.4% |
| Participant deferral / active EE | $2,377 | $5,706-58.3% | $5,247-54.7% | $6,531-63.6% |
| Admin fee / account holder | $9,404 | $13,245-29.0% | $11,799-20.3% | $14,480-35.1% |