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 | $264,516 | $124,425+112.6% | $112,040+136.1% | $137,256+92.7% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 11.31% | 24.72%-13.4pp | 24.52%-13.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,274 | $3,411-4.0% | $2,954+10.8% | $4,156-21.2% |
| Participant deferral / active EE | $7,710 | $5,718+34.8% | $5,098+51.2% | $6,407+20.3% |
| Admin fee / account holder | $5,930 | $15,207-61.0% | $12,098-51.0% | $12,270-51.7% |