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.
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 | $387,270 | $110,337+251.0% | $102,383+278.3% | $145,877+165.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 27.19% | 24.83%+2.4pp | 24.94%+2.3pp | 551.28%-524.1pp |
| Employer contribution / active EE | $4,489 | $4,216+6.5% | $3,870+16.0% | $4,663-3.7% |
| Participant deferral / active EE | $7,119 | $5,621+26.6% | $5,060+40.7% | $6,691+6.4% |
| Admin fee / account holder | $1,662 | $9,750-83.0% | $8,391-80.2% | $13,402-87.6% |