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 | $349,261 | $111,814+212.4% | $103,374+237.9% | $145,959+139.3% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 12.41% | 24.77%-12.4pp | 24.89%-12.5pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,794 | $4,214-57.4% | $3,869-53.6% | $4,661-61.5% |
| Participant deferral / active EE | $6,200 | $5,618+10.3% | $5,058+22.6% | $6,689-7.3% |
| Admin fee / account holder | $1,963 | $9,754-79.9% | $8,394-76.6% | $13,398-85.3% |