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 | $447,917 | $166,131+169.6% | $164,975+171.5% | $145,877+207.1% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 20.39% | 100.37%-80.0pp | 70.12%-49.7pp | 551.28%-530.9pp |
| Employer contribution / active EE | $789 | $5,276-85.0% | $4,343-81.8% | $4,663-83.1% |
| Participant deferral / active EE | $3,298 | $6,962-52.6% | $6,033-45.3% | $6,691-50.7% |
| Admin fee / account holder | $5,000 | $16,648-70.0% | $12,688-60.6% | $13,402-62.7% |