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 | $344,148 | $108,882+216.1% | $96,754+255.7% | $154,746+122.4% |
| Participation rate | 42.9% | 75.1%-32.2pp | 70.3%-27.4pp | 80.7%-37.8pp |
| Annual return | 16.44% | 98.39%-81.9pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,426 | $3,018-19.6% | $2,679-9.5% | $4,379-44.6% |
| Participant deferral / active EE | $5,779 | $5,323+8.6% | $4,758+21.5% | $6,730-14.1% |
| Admin fee / account holder | $4,914 | $10,200-51.8% | $8,905-44.8% | $14,365-65.8% |