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 | $354,994 | $64,920+446.8% | $103,693+242.4% | $86,983+308.1% |
| Participation rate | 19.2% | 63.6%-44.4pp | 72.6%-53.4pp | 69.5%-50.3pp |
| Annual return | 15.96% | 30.29%-14.3pp | 47.61%-31.7pp | 25.83%-9.9pp |
| Employer contribution / active EE | $176 | $2,141-91.8% | $2,920-94.0% | $2,584-93.2% |
| Participant deferral / active EE | $895 | $3,241-72.4% | $4,579-80.4% | $4,194-78.6% |
| Admin fee / account holder | $60,863 | $6,191+883.0% | $7,858+674.5% | $7,856+674.7% |