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 | $275,572 | $91,559+201.0% | $133,971+105.7% | $79,852+245.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 33.78% | 61.85%-28.1pp | 45.09%-11.3pp | 31.72%+2.1pp |
| Employer contribution / active EE | $913 | $2,384-61.7% | $3,919-76.7% | $2,471-63.1% |
| Participant deferral / active EE | $5,446 | $3,734+45.8% | $5,047+7.9% | $3,740+45.6% |
| Admin fee / account holder | $1,071 | $6,321-83.1% | $8,929-88.0% | $5,306-79.8% |