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 | $295,925 | $182,442+62.2% | $163,379+81.1% | $138,895+113.1% |
| Participation rate | 41.2% | 79.8%-38.6pp | 76.8%-35.6pp | 79.9%-38.7pp |
| Annual return | 13.17% | 72.74%-59.6pp | 63.41%-50.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,947 | $4,159-53.2% | $3,752-48.1% | $4,194-53.6% |
| Participant deferral / active EE | $6,046 | $6,817-11.3% | $6,282-3.7% | $6,396-5.5% |
| Admin fee / account holder | $3,004 | $10,396-71.1% | $9,818-69.4% | $12,562-76.1% |