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 | $283,421 | $42,383+568.7% | $76,518+270.4% | $64,173+341.7% |
| Participation rate | 34.6% | 58.1%-23.5pp | 68.0%-33.4pp | 69.6%-35.0pp |
| Annual return | -7.45% | -16.54%+9.1pp | -0.27%-7.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,260 | $1,563-19.4% | $2,647-52.4% | $2,381-47.1% |
| Participant deferral / active EE | $3,035 | $2,566+18.3% | $3,836-20.9% | $3,470-12.5% |
| Admin fee / account holder | $2,292 | $3,198-28.3% | $4,849-52.7% | $4,887-53.1% |