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 | $298,685 | $87,166+242.7% | $76,735+289.2% | $137,256+117.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 15.89% | 26.50%-10.6pp | 29.77%-13.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,141 | $2,904-26.3% | $2,454-12.8% | $4,156-48.5% |
| Participant deferral / active EE | $11,523 | $4,726+143.8% | $4,088+181.9% | $6,407+79.9% |
| Admin fee / account holder | $7,034 | $8,403-16.3% | $7,189-2.2% | $12,270-42.7% |