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 | $289,304 | $223,823+29.3% | $211,142+37.0% | $154,746+87.0% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 14.42% | 50.39%-36.0pp | 46.84%-32.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,352 | $6,787-65.3% | $6,442-63.5% | $4,379-46.3% |
| Participant deferral / active EE | $9,326 | $9,750-4.4% | $9,284+0.5% | $6,730+38.6% |
| Admin fee / account holder | $1,060 | $19,707-94.6% | $19,076-94.4% | $14,365-92.6% |