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 | $285,857 | $108,825+162.7% | $156,181+83.0% | $82,448+246.7% |
| Participation rate | 39.4% | 72.4%-33.0pp | 78.8%-39.4pp | 68.1%-28.7pp |
| Annual return | 13.46% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,045 | $2,870-63.6% | $4,294-75.7% | $2,551-59.0% |
| Participant deferral / active EE | $2,808 | $4,577-38.7% | $6,132-54.2% | $4,139-32.2% |
| Admin fee / account holder | $10,229 | $9,341+9.5% | $14,586-29.9% | $7,234+41.4% |