Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $306,718 | $81,358+277.0% | $155,556+97.2% | $80,959+278.9% |
| Participation rate | 23.1% | 66.3%-43.2pp | 78.2%-55.1pp | 67.7%-44.6pp |
| Annual return | 39.49% | 33.39%+6.1pp | 64.84%-25.3pp | 35.67%+3.8pp |
| Employer contribution / active EE | $792 | $3,106-74.5% | $4,675-83.1% | $2,757-71.3% |
| Participant deferral / active EE | $2,228 | $3,455-35.5% | $5,631-60.4% | $4,300-48.2% |
| Admin fee / account holder | $2,526 | $7,994-68.4% | $15,885-84.1% | $6,925-63.5% |