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 | $308,163 | $125,778+145.0% | $114,563+169.0% | $154,746+99.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 18.30% | 295.14%-276.8pp | 241.09%-222.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $780 | $2,806-72.2% | $2,592-69.9% | $4,379-82.2% |
| Participant deferral / active EE | $7,352 | $4,445+65.4% | $4,142+77.5% | $6,730+9.2% |
| Admin fee / account holder | $1,117 | $8,190-86.4% | $7,623-85.3% | $14,365-92.2% |