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 | $341,527 | $124,980+173.3% | $108,359+215.2% | $154,746+120.7% |
| Participation rate | 29.4% | 75.2%-45.8pp | 70.1%-40.7pp | 80.7%-51.3pp |
| Annual return | 14.96% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,484 | $2,851-48.0% | $2,399-38.2% | $4,379-66.1% |
| Participant deferral / active EE | $2,276 | $4,743-52.0% | $4,137-45.0% | $6,730-66.2% |
| Admin fee / account holder | $45,211 | $11,502+293.1% | $9,741+364.1% | $14,365+214.7% |