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 | $285,607 | $275,752+3.6% | $256,809+11.2% | $198,609+43.8% |
| Participation rate | 55.6% | 89.2%-33.6pp | 88.5%-33.0pp | 82.4%-26.8pp |
| Annual return | 9.68% | 34.81%-25.1pp | 32.73%-23.0pp | 202.70%-193.0pp |
| Employer contribution / active EE | $3,239 | $7,721-58.0% | $7,263-55.4% | $5,055-35.9% |
| Participant deferral / active EE | $11,833 | $10,037+17.9% | $9,520+24.3% | $6,977+69.6% |
| Admin fee / account holder | $4,802 | $25,716-81.3% | $25,146-80.9% | $19,030-74.8% |