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 | $288,326 | $114,712+151.3% | $173,730+66.0% | $87,485+229.6% |
| Participation rate | 45.5% | 73.0%-27.5pp | 79.6%-34.1pp | 68.9%-23.5pp |
| Annual return | 15.24% | 20.18%-4.9pp | 19.96%-4.7pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,504 | $4,642-3.0% | $6,326-28.8% | $4,274+5.4% |
| Admin fee / account holder | $4,214 | $10,210-58.7% | $17,523-76.0% | $7,775-45.8% |