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 | $274,697 | $123,155+123.1% | $108,753+152.6% | $155,188+77.0% |
| Participation rate | 14.3% | 75.6%-61.3pp | 71.1%-56.8pp | 80.8%-66.5pp |
| Annual return | 18.94% | 44.73%-25.8pp | 37.47%-18.5pp | 148.84%-129.9pp |
| Employer contribution / active EE | $571 | $2,811-79.7% | $2,427-76.5% | $4,248-86.6% |
| Participant deferral / active EE | $2,214 | $4,623-52.1% | $4,115-46.2% | $6,531-66.1% |
| Admin fee / account holder | $1,169 | $12,126-90.4% | $10,320-88.7% | $14,480-91.9% |