Sign up free to preview peer percentile detail
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 | $351,664 | $162,136+116.9% | $152,301+130.9% | $154,746+127.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 11.94% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $17,875 | $4,890+265.5% | $4,624+286.5% | $4,379+308.2% |
| Participant deferral / active EE | $9,010 | $8,341+8.0% | $8,004+12.6% | $6,730+33.9% |
| Admin fee / account holder | $1,305 | $15,759-91.7% | $14,398-90.9% | $14,365-90.9% |