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 | $115,225+196.6% | $100,712+239.3% | $138,895+146.1% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | 11.73% | 40.35%-28.6pp | 33.27%-21.5pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,415 | $2,771-48.9% | $2,313-38.8% | $4,194-66.3% |
| Participant deferral / active EE | $4,409 | $4,699-6.2% | $4,085+7.9% | $6,396-31.1% |
| Admin fee / account holder | $6,515 | $10,844-39.9% | $9,256-29.6% | $12,562-48.1% |