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 | $283,701 | $181,062+56.7% | $158,223+79.3% | $155,188+82.8% |
| Participation rate | 26.7% | 82.7%-56.0pp | 79.2%-52.5pp | 80.8%-54.1pp |
| Annual return | 14.29% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,227 | $4,565-73.1% | $4,109-70.1% | $4,248-71.1% |
| Participant deferral / active EE | $5,081 | $6,134-17.2% | $5,467-7.1% | $6,531-22.2% |
| Admin fee / account holder | $5,965 | $18,825-68.3% | $16,047-62.8% | $14,480-58.8% |