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 | $358,846 | $74,535+381.4% | $100,712+256.3% | $82,637+334.2% |
| Participation rate | 44.8% | 61.2%-16.3pp | 69.3%-24.4pp | 68.1%-23.2pp |
| Annual return | 17.91% | 18.92%-1.0pp | 33.27%-15.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,690 | $1,503+12.5% | $2,313-26.9% | $2,552-33.8% |
| Participant deferral / active EE | $4,455 | $3,074+44.9% | $4,085+9.1% | $4,126+8.0% |
| Admin fee / account holder | $647 | $6,576-90.2% | $9,256-93.0% | $7,339-91.2% |