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 | $112,729+221.3% | $98,716+266.9% | $137,256+163.9% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.3%-0.1pp | 80.0%-10.7pp |
| Annual return | 14.93% | 38.48%-23.5pp | 31.81%-16.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,443 | $2,725-47.1% | $2,279-36.7% | $4,156-65.3% |
| Participant deferral / active EE | $5,256 | $4,640+13.3% | $4,048+29.9% | $6,407-18.0% |
| Admin fee / account holder | $1,110 | $10,129-89.0% | $8,703-87.2% | $12,270-91.0% |