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 | $280,137 | $136,860+104.7% | $120,344+132.8% | $154,746+81.0% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.7%-51.7pp | 80.7%-55.7pp |
| Annual return | 11.99% | 21.38%-9.4pp | 20.30%-8.3pp | 172.34%-160.3pp |
| Employer contribution / active EE | $921 | $3,533-73.9% | $3,020-69.5% | $4,379-79.0% |
| Participant deferral / active EE | $3,660 | $5,793-36.8% | $5,135-28.7% | $6,730-45.6% |
| Admin fee / account holder | $4,007 | $15,393-74.0% | $12,742-68.6% | $14,365-72.1% |