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 | $251,677 | $126,661+98.7% | $113,397+121.9% | $138,895+81.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 23.56% | 25.05%-1.5pp | 23.20%+0.4pp | 145.39%-121.8pp |
| Employer contribution / active EE | $2,624 | $3,456-24.1% | $2,977-11.9% | $4,194-37.4% |
| Participant deferral / active EE | $6,200 | $5,693+8.9% | $5,076+22.1% | $6,396-3.1% |
| Admin fee / account holder | $1,361 | $14,549-90.6% | $11,957-88.6% | $12,562-89.2% |