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 | $325,461 | $117,895+176.1% | $102,460+217.6% | $145,897+123.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.54% | 31.92%-18.4pp | 29.47%-15.9pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,872 | $3,619-48.3% | $3,025-38.1% | $4,663-59.8% |
| Participant deferral / active EE | $5,876 | $5,736+2.4% | $5,056+16.2% | $6,689-12.2% |
| Admin fee / account holder | $993 | $13,353-92.6% | $9,460-89.5% | $13,390-92.6% |