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 | $369,118 | $106,524+246.5% | $152,301+142.4% | $87,485+321.9% |
| Participation rate | 37.9% | 75.8%-37.8pp | 82.4%-44.5pp | 68.9%-31.0pp |
| Annual return | 19.24% | 26.89%-7.6pp | 80.50%-61.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,893 | $3,371-43.8% | $4,624-59.1% | $2,596-27.1% |
| Participant deferral / active EE | $7,935 | $6,525+21.6% | $8,004-0.9% | $4,274+85.7% |
| Admin fee / account holder | $1,292 | $8,287-84.4% | $14,398-91.0% | $7,775-83.4% |