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 | $281,302 | $110,212+155.2% | $96,534+191.4% | $139,466+101.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 19.47% | 26.42%-6.9pp | 25.88%-6.4pp | 373.66%-354.2pp |
| Employer contribution / active EE | $1,767 | $3,620-51.2% | $2,965-40.4% | $4,754-62.8% |
| Participant deferral / active EE | $5,044 | $5,547-9.1% | $4,851+4.0% | $6,712-24.9% |
| Admin fee / account holder | $58,216 | $11,599+401.9% | $8,253+605.4% | $11,409+410.3% |