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 | $261,091 | $107,733+142.3% | $92,985+180.8% | $154,746+68.7% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 14.40% | 30.39%-16.0pp | 27.99%-13.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $3,189 | $3,126+2.0% | $2,662+19.8% | $4,379-27.2% |
| Participant deferral / active EE | $1,863 | $5,053-63.1% | $4,377-57.4% | $6,730-72.3% |
| Admin fee / account holder | $12,530 | $11,369+10.2% | $9,463+32.4% | $14,365-12.8% |