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 | $338,458 | $154,754+118.7% | $124,206+172.5% | $138,895+143.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 12.97% | 709.28%-696.3pp | 515.27%-502.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,969 | $4,621-14.1% | $3,9680% | $6,396-38.0% |
| Admin fee / account holder | $1,960 | $6,690-70.7% | $5,929-66.9% | $12,562-84.4% |