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 | $264,146 | $84,236+213.6% | $170,435+55.0% | $70,126+276.7% |
| Participation rate | 28.9% | 70.8%-41.9pp | 83.6%-54.7pp | 69.5%-40.6pp |
| Annual return | 15.96% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,585 | $3,387-53.2% | $5,432-70.8% | $2,343-32.3% |
| Participant deferral / active EE | $3,143 | $3,086+1.8% | $4,939-36.4% | $3,332-5.7% |
| Admin fee / account holder | $1,118 | $5,698-80.4% | $13,881-91.9% | $4,645-75.9% |