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 | $493,009 | $182,442+170.2% | $163,379+201.8% | $138,895+255.0% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.8%-34.0pp | 79.9%-37.1pp |
| Annual return | 15.98% | 72.74%-56.8pp | 63.41%-47.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,134 | $4,159-72.7% | $3,752-69.8% | $4,194-73.0% |
| Participant deferral / active EE | $2,398 | $6,817-64.8% | $6,282-61.8% | $6,396-62.5% |
| Admin fee / account holder | $10,551 | $10,396+1.5% | $9,818+7.5% | $12,562-16.0% |