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 | $382,780 | $275,752+38.8% | $256,809+49.1% | $198,609+92.7% |
| Participation rate | 54.5% | 89.2%-34.6pp | 88.5%-34.0pp | 82.4%-27.8pp |
| Annual return | 15.41% | 34.81%-19.4pp | 32.73%-17.3pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,826 | $10,037+7.9% | $9,520+13.7% | $6,977+55.2% |
| Admin fee / account holder | $1,194 | $25,716-95.4% | $25,146-95.3% | $19,030-93.7% |