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 | $269,878 | $76,834+251.2% | $108,359+149.1% | $87,485+208.5% |
| Participation rate | 13.3% | 61.7%-48.4pp | 70.1%-56.8pp | 68.9%-55.6pp |
| Annual return | 18.09% | 19.09%-1.0pp | 36.89%-18.8pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,002 | $1,556+28.6% | $2,399-16.6% | $2,596-22.9% |
| Participant deferral / active EE | $1,414 | $3,100-54.4% | $4,137-65.8% | $4,274-66.9% |
| Admin fee / account holder | $1,118 | $6,537-82.9% | $9,741-88.5% | $7,775-85.6% |