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 | $409,598 | $139,948+192.7% | $121,663+236.7% | $154,746+164.7% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 13.51% | 230.52%-217.0pp | 147.54%-134.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,139 | $3,521-39.3% | $3,020-29.2% | $4,379-51.2% |
| Participant deferral / active EE | $5,789 | $5,629+2.8% | $4,887+18.4% | $6,730-14.0% |
| Admin fee / account holder | $12,597 | $17,321-27.3% | $14,289-11.8% | $14,365-12.3% |