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 | $572,821 | $124,425+360.4% | $112,040+411.3% | $137,256+317.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 21.58% | 24.72%-3.1pp | 24.52%-2.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,031 | $3,411-69.8% | $2,954-65.1% | $4,156-75.2% |
| Participant deferral / active EE | $15,500 | $5,718+171.1% | $5,098+204.1% | $6,407+141.9% |
| Admin fee / account holder | $2,521 | $15,207-83.4% | $12,098-79.2% | $12,270-79.5% |