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 | $346,036 | $112,729+207.0% | $98,716+250.5% | $137,256+152.1% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 20.47% | 38.48%-18.0pp | 31.81%-11.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,101 | $2,725-22.9% | $2,279-7.8% | $4,156-49.4% |
| Participant deferral / active EE | $7,479 | $4,640+61.2% | $4,048+84.8% | $6,407+16.7% |
| Admin fee / account holder | $1,387 | $10,129-86.3% | $8,703-84.1% | $12,270-88.7% |