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 | $695,827 | $57,590+1108.2% | $86,233+706.9% | $82,448+744.0% |
| Participation rate | 10.3% | 57.9%-47.5pp | 69.0%-58.7pp | 68.1%-57.7pp |
| Annual return | 14.98% | 22.41%-7.4pp | 61.39%-46.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $336 | $1,655-79.7% | $2,504-86.6% | $2,551-86.8% |
| Participant deferral / active EE | $2,810 | $3,080-8.8% | $4,559-38.4% | $4,139-32.1% |
| Admin fee / account holder | $3,411 | $4,730-27.9% | $8,342-59.1% | $7,234-52.8% |