Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $289,100 | $110,410+161.8% | $102,437+182.2% | $145,897+98.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.74% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,360 | $4,217-67.8% | $3,871-64.9% | $4,663-70.8% |
| Participant deferral / active EE | $9,840 | $5,622+75.0% | $5,060+94.5% | $6,689+47.1% |
| Admin fee / account holder | $1,173 | $9,745-88.0% | $8,388-86.0% | $13,390-91.2% |