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 | $321,281 | $100,262+220.4% | $81,370+294.8% | $145,897+120.2% |
| Participation rate | 28.6% | 74.3%-45.7pp | 69.5%-41.0pp | 80.3%-51.7pp |
| Annual return | 20.74% | 34.52%-13.8pp | 24.85%-4.1pp | 552.29%-531.5pp |
| Employer contribution / active EE | $605 | $2,979-79.7% | $2,464-75.4% | $4,663-87.0% |
| Participant deferral / active EE | $4,357 | $4,612-5.5% | $3,885+12.1% | $6,689-34.9% |
| Admin fee / account holder | $9,974 | $8,163+22.2% | $5,749+73.5% | $13,390-25.5% |