Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $323,773 | $97,125+233.4% | $86,233+275.5% | $137,256+135.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 11.08% | 74.19%-63.1pp | 61.39%-50.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $351 | $2,841-87.7% | $2,504-86.0% | $4,156-91.6% |
| Participant deferral / active EE | $10,934 | $5,180+111.1% | $4,559+139.8% | $6,407+70.7% |
| Admin fee / account holder | $11,227 | $9,725+15.4% | $8,342+34.6% | $12,270-8.5% |