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 | $312,246 | $136,860+128.2% | $120,344+159.5% | $154,746+101.8% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.7%-51.7pp | 80.7%-55.7pp |
| Annual return | 12.52% | 21.38%-8.9pp | 20.30%-7.8pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,040 | $3,533-70.6% | $3,020-65.6% | $4,379-76.2% |
| Participant deferral / active EE | $5,348 | $5,793-7.7% | $5,135+4.2% | $6,730-20.5% |
| Admin fee / account holder | $2,894 | $15,393-81.2% | $12,742-77.3% | $14,365-79.9% |