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 | $362,479 | $106,864+239.2% | $147,318+146.1% | $82,637+338.6% |
| Participation rate | 29.6% | 75.5%-45.9pp | 82.1%-52.4pp | 68.1%-38.4pp |
| Annual return | 14.55% | 27.49%-12.9pp | 70.43%-55.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,434 | $3,417-58.0% | $4,593-68.8% | $2,552-43.8% |
| Participant deferral / active EE | $5,287 | $6,496-18.6% | $7,906-33.1% | $4,126+28.1% |
| Admin fee / account holder | $59,734 | $8,415+609.9% | $13,708+335.8% | $7,339+713.9% |