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 | $272,248 | $73,848+268.7% | $143,799+89.3% | $68,486+297.5% |
| Participation rate | 32.3% | 66.7%-34.4pp | 80.3%-48.1pp | 67.9%-35.6pp |
| Annual return | -15.88% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,265 | $3,385+26.0% | $5,638-24.4% | $4,028+5.9% |
| Admin fee / account holder | $883 | $5,755-84.7% | $14,677-94.0% | $5,404-83.7% |