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 | $258,343 | $71,230+262.7% | $93,727+175.6% | $80,959+219.1% |
| Participation rate | 24.0% | 60.4%-36.4pp | 68.7%-44.7pp | 67.7%-43.7pp |
| Annual return | 13.45% | 11.26%+2.2pp | 133.83%-120.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $664 | $1,565-57.6% | $2,421-72.6% | $2,757-75.9% |
| Participant deferral / active EE | $1,502 | $4,037-62.8% | $4,417-66.0% | $4,300-65.1% |
| Admin fee / account holder | $1,457 | $6,961-79.1% | $8,292-82.4% | $6,925-79.0% |