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 | $261,836 | $156,616+67.2% | $133,346+96.4% | $198,609+31.8% |
| Participation rate | 57.1% | 77.7%-20.6pp | 72.8%-15.7pp | 82.4%-25.2pp |
| Annual return | 5.53% | 44.25%-38.7pp | 36.85%-31.3pp | 202.70%-197.2pp |
| Employer contribution / active EE | $2,858 | $3,368-15.1% | $2,853+0.2% | $5,055-43.5% |
| Participant deferral / active EE | $8,387 | $4,920+70.5% | $4,332+93.6% | $6,977+20.2% |
| Admin fee / account holder | $4,787 | $17,468-72.6% | $14,264-66.4% | $19,030-74.8% |