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 | $356,509 | $126,661+181.5% | $113,397+214.4% | $138,895+156.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 14.71% | 25.05%-10.3pp | 23.20%-8.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,704 | $3,456-50.7% | $2,977-42.8% | $4,194-59.4% |
| Participant deferral / active EE | $4,245 | $5,693-25.4% | $5,076-16.4% | $6,396-33.6% |
| Admin fee / account holder | $1,574 | $14,549-89.2% | $11,957-86.8% | $12,562-87.5% |