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 | $100,125+220.9% | $81,482+294.3% | $145,978+120.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.5%-40.9pp | 80.3%-51.7pp |
| Annual return | 20.74% | 34.44%-13.7pp | 24.79%-4.0pp | 550.52%-529.8pp |
| Employer contribution / active EE | $605 | $2,977-79.7% | $2,463-75.4% | $4,662-87.0% |
| Participant deferral / active EE | $4,357 | $4,609-5.5% | $3,885+12.1% | $6,690-34.9% |
| Admin fee / account holder | $9,974 | $8,198+21.7% | $5,761+73.1% | $13,400-25.6% |