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 | $284,409 | $97,289+192.3% | $92,805+206.5% | $155,188+83.3% |
| Participation rate | 38.5% | 84.2%-45.7pp | 83.5%-45.0pp | 80.8%-42.3pp |
| Annual return | 14.83% | 29.03%-14.2pp | 31.59%-16.8pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,606 | $3,632-0.7% | $3,424+5.3% | $4,248-15.1% |
| Participant deferral / active EE | $5,707 | $8,795-35.1% | $8,448-32.4% | $6,531-12.6% |
| Admin fee / account holder | $3,206 | $12,015-73.3% | $10,911-70.6% | $14,480-77.9% |