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 | $271,925 | $289,211-6.0% | $260,467+4.4% | $198,609+36.9% |
| Participation rate | 54.5% | 83.1%-28.6pp | 80.5%-25.9pp | 82.4%-27.8pp |
| Annual return | 15.90% | 112.90%-97.0pp | 100.60%-84.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,821 | $4,663-60.9% | $4,239-57.0% | $5,055-64.0% |
| Participant deferral / active EE | $5,230 | $6,812-23.2% | $6,319-17.2% | $6,977-25.0% |
| Admin fee / account holder | $11,981 | $16,236-26.2% | $15,461-22.5% | $19,030-37.0% |