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 | $338,849 | $157,829+114.7% | $136,867+147.6% | $198,609+70.6% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 12.41% | 51.25%-38.8pp | 42.97%-30.6pp | 202.70%-190.3pp |
| Employer contribution / active EE | $2,008 | $3,923-48.8% | $3,547-43.4% | $5,055-60.3% |
| Participant deferral / active EE | $4,908 | $5,463-10.2% | $4,924-0.3% | $6,977-29.6% |
| Admin fee / account holder | $2,990 | $11,107-73.1% | $10,340-71.1% | $19,030-84.3% |