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 | $302,359 | $125,778+140.4% | $114,563+163.9% | $154,746+95.4% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.9%-4.5pp | 80.7%-12.3pp |
| Annual return | 16.98% | 295.14%-278.2pp | 241.09%-224.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,014 | $2,806-28.2% | $2,592-22.3% | $4,379-54.0% |
| Participant deferral / active EE | $9,625 | $4,445+116.6% | $4,142+132.4% | $6,730+43.0% |
| Admin fee / account holder | $1,596 | $8,190-80.5% | $7,623-79.1% | $14,365-88.9% |