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 | $313,129 | $174,379+79.6% | $152,093+105.9% | $138,895+125.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 18.51% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,715 | $4,652-41.6% | $4,175-35.0% | $4,194-35.3% |
| Participant deferral / active EE | $4,752 | $6,159-22.8% | $5,451-12.8% | $6,396-25.7% |
| Admin fee / account holder | $2,700 | $16,880-84.0% | $14,497-81.4% | $12,562-78.5% |