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 | $261,443 | $208,088+25.6% | $186,193+40.4% | $154,746+69.0% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.1%-39.6pp | 80.7%-43.2pp |
| Annual return | 9.27% | 89.97%-80.7pp | 78.03%-68.8pp | 172.34%-163.1pp |
| Employer contribution / active EE | $989 | $4,340-77.2% | $3,918-74.8% | $4,379-77.4% |
| Participant deferral / active EE | $3,609 | $7,078-49.0% | $6,513-44.6% | $6,730-46.4% |
| Admin fee / account holder | $2,313 | $11,698-80.2% | $11,058-79.1% | $14,365-83.9% |