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 | $297,554 | $86,938+242.3% | $102,423+190.5% | $80,925+267.7% |
| Participation rate | 44.0% | 72.4%-28.4pp | 76.5%-32.5pp | 67.7%-23.7pp |
| Annual return | 17.11% | 18.89%-1.8pp | 29.42%-12.3pp | 35.65%-18.5pp |
| Employer contribution / active EE | $776 | $2,369-67.3% | $3,023-74.3% | $2,756-71.9% |
| Participant deferral / active EE | $2,103 | $4,120-49.0% | $5,054-58.4% | $4,299-51.1% |
| Admin fee / account holder | $1,786 | $8,053-77.8% | $9,455-81.1% | $6,940-74.3% |