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 | $369,803 | $107,809+243.0% | $97,032+281.1% | $155,188+138.3% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 11.29% | 38.06%-26.8pp | 35.38%-24.1pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,546 | $2,911-46.9% | $2,629-41.2% | $4,248-63.6% |
| Participant deferral / active EE | $5,695 | $5,129+11.0% | $4,672+21.9% | $6,531-12.8% |
| Admin fee / account holder | $9,853 | $10,717-8.1% | $9,418+4.6% | $14,480-32.0% |