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 | $435,856 | $112,729+286.6% | $98,716+341.5% | $137,256+217.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 15.49% | 38.48%-23.0pp | 31.81%-16.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,118 | $2,725-59.0% | $2,279-50.9% | $4,156-73.1% |
| Participant deferral / active EE | $5,981 | $4,640+28.9% | $4,048+47.8% | $6,407-6.6% |
| Admin fee / account holder | $1,958 | $10,129-80.7% | $8,703-77.5% | $12,270-84.0% |