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 | $307,502 | $111,814+175.0% | $103,378+197.5% | $145,978+110.6% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 18.04% | 24.80%-6.8pp | 24.91%-6.9pp | 550.52%-532.5pp |
| Employer contribution / active EE | $1,834 | $4,215-56.5% | $3,870-52.6% | $4,662-60.7% |
| Participant deferral / active EE | $4,577 | $5,618-18.5% | $5,058-9.5% | $6,690-31.6% |
| Admin fee / account holder | $8,873 | $9,764-9.1% | $8,401+5.6% | $13,400-33.8% |