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 | $324,968 | $100,970+221.8% | $96,576+236.5% | $137,256+136.8% |
| Participation rate | 69.2% | 82.6%-13.4pp | 81.4%-12.2pp | 80.0%-10.7pp |
| Annual return | 13.75% | 38.16%-24.4pp | 38.47%-24.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,820 | $3,809-26.0% | $3,553-20.6% | $4,156-32.2% |
| Participant deferral / active EE | $12,100 | $8,286+46.0% | $7,956+52.1% | $6,407+88.9% |
| Admin fee / account holder | $2,499 | $11,312-77.9% | $11,381-78.0% | $12,270-79.6% |