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 | $294,317 | $84,527+248.2% | $67,711+334.7% | $125,393+134.7% |
| Participation rate | 33.3% | 74.8%-41.5pp | 67.5%-34.2pp | 83.2%-49.9pp |
| Annual return | -2.16% | 2.57%-4.7pp | 25.41%-27.6pp | 282.23%-284.4pp |
| Employer contribution / active EE | $3,696 | $3,292+12.3% | $2,559+44.4% | $4,866-24.0% |
| Participant deferral / active EE | $8,000 | $4,429+80.6% | $3,585+123.2% | $5,351+49.5% |
| Admin fee / account holder | $6,113 | $5,340+14.5% | $4,255+43.7% | $9,541-35.9% |