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 | $391,430 | $76,407+412.3% | $150,298+160.4% | $82,448+374.8% |
| Participation rate | 35.9% | 66.4%-30.5pp | 77.8%-41.9pp | 68.1%-32.2pp |
| Annual return | 17.99% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $820 | $2,614-68.6% | $4,154-80.3% | $2,551-67.8% |
| Participant deferral / active EE | $2,891 | $3,214-10.1% | $5,453-47.0% | $4,139-30.2% |
| Admin fee / account holder | $11,706 | $6,352+84.3% | $14,116-17.1% | $7,234+61.8% |