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 | $358,325 | $129,737+176.2% | $119,126+200.8% | $154,746+131.6% |
| Participation rate | 23.1% | 78.9%-55.8pp | 75.8%-52.7pp | 80.7%-57.6pp |
| Annual return | 12.52% | 379.08%-366.6pp | 282.11%-269.6pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,745 | $5,842-18.8% | $5,318-10.8% | $6,730-29.5% |
| Admin fee / account holder | $6,082 | $11,961-49.1% | $10,693-43.1% | $14,365-57.7% |