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 | $289,598 | $64,010+352.4% | $108,359+167.3% | $64,340+350.1% |
| Participation rate | 13.6% | 49.4%-35.8pp | 70.1%-56.5pp | 55.2%-41.6pp |
| Annual return | 17.44% | 19.74%-2.3pp | 36.89%-19.5pp | 24.14%-6.7pp |
| Employer contribution / active EE | $338 | $1,029-67.1% | $2,399-85.9% | $1,862-81.8% |
| Participant deferral / active EE | $1,478 | $2,395-38.3% | $4,137-64.3% | $2,980-50.4% |
| Admin fee / account holder | $17,002 | $4,885+248.1% | $9,741+74.5% | $3,703+359.2% |