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 | $362,164 | $124,980+189.8% | $108,359+234.2% | $154,746+134.0% |
| Participation rate | 69.2% | 75.2%-5.9pp | 70.1%-0.9pp | 80.7%-11.5pp |
| Annual return | 14.93% | 45.00%-30.1pp | 36.89%-22.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,443 | $2,851-49.4% | $2,399-39.9% | $4,379-67.1% |
| Participant deferral / active EE | $5,256 | $4,743+10.8% | $4,137+27.0% | $6,730-21.9% |
| Admin fee / account holder | $1,110 | $11,502-90.4% | $9,741-88.6% | $14,365-92.3% |