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 | $307,695 | $156,398+96.7% | $147,318+108.9% | $138,895+121.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.86% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,352 | $4,853-72.1% | $4,593-70.6% | $4,194-67.8% |
| Participant deferral / active EE | $2,605 | $8,237-68.4% | $7,906-67.1% | $6,396-59.3% |
| Admin fee / account holder | $2,245 | $14,976-85.0% | $13,708-83.6% | $12,562-82.1% |