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 | $262,689 | $108,825+141.4% | $156,181+68.2% | $82,448+218.6% |
| Participation rate | 64.0% | 72.4%-8.4pp | 78.8%-14.8pp | 68.1%-4.1pp |
| Annual return | 12.80% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,093 | $2,870-27.1% | $4,294-51.3% | $2,551-18.0% |
| Participant deferral / active EE | $9,282 | $4,577+102.8% | $6,132+51.4% | $4,139+124.2% |
| Admin fee / account holder | $74,134 | $9,341+693.7% | $14,586+408.3% | $7,234+924.8% |