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 | $335,280 | $110,303+204.0% | $95,759+250.1% | $139,487+140.4% |
| Participation rate | 53.8% | 75.7%-21.9pp | 72.3%-18.4pp | 80.3%-26.5pp |
| Annual return | 16.06% | 27.19%-11.1pp | 28.42%-12.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $2,935 | $3,261-10.0% | $2,836+3.5% | $4,755-38.3% |
| Participant deferral / active EE | $6,474 | $4,674+38.5% | $4,244+52.6% | $6,713-3.5% |
| Admin fee / account holder | $12,872 | $6,615+94.6% | $5,678+126.7% | $11,407+12.8% |