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 | $296,284 | $177,156+67.2% | $147,027+101.5% | $154,746+91.5% |
| Participation rate | 28.6% | 79.4%-50.8pp | 73.7%-45.2pp | 80.7%-52.1pp |
| Annual return | 15.30% | 21.94%-6.6pp | 20.23%-4.9pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,308 | $4,336-46.8% | $3,626-36.4% | $4,379-47.3% |
| Participant deferral / active EE | $8,842 | $5,797+52.5% | $4,933+79.2% | $6,730+31.4% |
| Admin fee / account holder | $1,597 | $14,904-89.3% | $12,223-86.9% | $14,365-88.9% |