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 | $569,840 | $80,992+603.6% | $96,534+490.3% | $75,173+658.0% |
| Participation rate | 17.9% | 71.8%-53.9pp | 76.0%-58.1pp | 67.2%-49.3pp |
| Annual return | 36.99% | 27.05%+9.9pp | 25.88%+11.1pp | 160.72%-123.7pp |
| Employer contribution / active EE | $671 | $2,283-70.6% | $2,965-77.4% | $2,671-74.9% |
| Participant deferral / active EE | $2,278 | $3,929-42.0% | $4,851-53.0% | $4,126-44.8% |
| Admin fee / account holder | $3,042 | $6,717-54.7% | $8,253-63.1% | $5,651-46.2% |