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 | $174,379+62.7% | $152,093+86.5% | $138,895+104.3% |
| Participation rate | 26.7% | 81.6%-55.0pp | 77.8%-51.1pp | 79.9%-53.3pp |
| Annual return | 14.29% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,227 | $4,652-73.6% | $4,175-70.6% | $4,194-70.7% |
| Participant deferral / active EE | $5,081 | $6,159-17.5% | $5,451-6.8% | $6,396-20.6% |
| Admin fee / account holder | $5,965 | $16,880-64.7% | $14,497-58.9% | $12,562-52.5% |