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 | $346,549 | $161,352+114.8% | $134,172+158.3% | $137,256+152.5% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 12.33% | 28.72%-16.4pp | 25.30%-13.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $6,541 | $4,099+59.6% | $3,420+91.3% | $4,156+57.4% |
| Participant deferral / active EE | $13,467 | $5,552+142.5% | $4,690+187.1% | $6,407+110.2% |
| Admin fee / account holder | $7,549 | $15,028-49.8% | $12,016-37.2% | $12,270-38.5% |