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 | $267,459 | $100,194+166.9% | $122,979+117.5% | $86,983+207.5% |
| Participation rate | 61.3% | 73.0%-11.7pp | 77.2%-15.9pp | 69.5%-8.3pp |
| Annual return | 21.68% | 16.47%+5.2pp | 20.12%+1.6pp | 25.83%-4.1pp |
| Employer contribution / active EE | $2,819 | $2,326+21.2% | $3,062-8.0% | $2,584+9.1% |
| Participant deferral / active EE | $6,437 | $4,133+55.8% | $5,003+28.7% | $4,194+53.5% |
| Admin fee / account holder | $10,654 | $10,148+5.0% | $12,864-17.2% | $7,856+35.6% |