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 | $341,761 | $124,980+173.5% | $108,359+215.4% | $154,746+120.9% |
| Participation rate | 57.1% | 75.2%-18.0pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 11.73% | 45.00%-33.3pp | 36.89%-25.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,415 | $2,851-50.4% | $2,399-41.0% | $4,379-67.7% |
| Participant deferral / active EE | $4,409 | $4,743-7.0% | $4,137+6.6% | $6,730-34.5% |
| Admin fee / account holder | $6,515 | $11,502-43.4% | $9,741-33.1% | $14,365-54.6% |