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 | $330,292 | $135,956+142.9% | $123,894+166.6% | $273,972+20.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 9.18% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $7,513 | $5,170+45.3% | $4,617+62.7% | $4,869+54.3% |
| Participant deferral / active EE | $11,020 | $6,343+73.7% | $5,984+84.1% | $5,287+108.4% |
| Admin fee / account holder | $5,169 | $9,817-47.3% | $8,357-38.1% | $10,133-49.0% |