Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $263,090 | $172,111+52.9% | $150,298+75.0% | $137,256+91.7% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 34.83% | 69.37%-34.5pp | 62.79%-28.0pp | 220.34%-185.5pp |
| Employer contribution / active EE | $864 | $4,636-81.4% | $4,154-79.2% | $4,156-79.2% |
| Participant deferral / active EE | $2,997 | $6,166-51.4% | $5,453-45.0% | $6,407-53.2% |
| Admin fee / account holder | $2,123 | $16,471-87.1% | $14,116-85.0% | $12,270-82.7% |