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 | $279,300 | $73,787+278.5% | $98,716+182.9% | $82,448+238.8% |
| Participation rate | 30.0% | 61.4%-31.4pp | 69.3%-39.3pp | 68.1%-38.1pp |
| Annual return | 16.71% | 18.57%-1.9pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $733 | $1,511-51.5% | $2,279-67.8% | $2,551-71.3% |
| Participant deferral / active EE | $3,597 | $3,081+16.7% | $4,048-11.1% | $4,139-13.1% |
| Admin fee / account holder | $971 | $6,500-85.1% | $8,703-88.8% | $7,234-86.6% |