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 | $344,698 | $254,759+35.3% | $216,567+59.2% | $198,609+73.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 17.97% | 10.04%+7.9pp | 12.94%+5.0pp | 202.70%-184.7pp |
| Employer contribution / active EE | $1,715 | $6,096-71.9% | $5,216-67.1% | $5,055-66.1% |
| Participant deferral / active EE | $7,329 | $6,948+5.5% | $6,191+18.4% | $6,977+5.1% |
| Admin fee / account holder | $36,383 | $26,311+38.3% | $21,981+65.5% | $19,030+91.2% |