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 | $58,848+1082.4% | $88,179+689.1% | $82,637+742.0% |
| Participation rate | 10.3% | 57.9%-47.6pp | 69.1%-58.8pp | 68.1%-57.7pp |
| Annual return | 14.98% | 22.76%-7.8pp | 64.97%-50.0pp | 53.51%-38.5pp |
| Employer contribution / active EE | $336 | $1,678-80.0% | $2,549-86.8% | $2,552-86.8% |
| Participant deferral / active EE | $2,810 | $3,124-10.0% | $4,614-39.1% | $4,126-31.9% |
| Admin fee / account holder | $3,411 | $4,795-28.9% | $7,673-55.5% | $7,339-53.5% |