Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $414,044 | $108,212+282.6% | $77,513+434.2% | $158,966+160.5% |
| Participation rate | 28.6% | 64.4%-35.9pp | 54.2%-25.6pp | 82.0%-53.4pp |
| Annual return | 11.26% | 31.67%-20.4pp | 54.81%-43.6pp | 302.95%-291.7pp |
| Employer contribution / active EE | $593 | $1,325-55.3% | $987-39.9% | $4,762-87.6% |
| Participant deferral / active EE | $5,571 | $2,455+126.9% | $1,861+199.4% | $5,983-6.9% |
| Admin fee / account holder | $2,647 | $3,709-28.6% | $2,859-7.4% | $11,250-76.5% |