Sign up free to preview peer percentile detail
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 | $397,024 | $154,228+157.4% | $145,433+173.0% | $137,256+189.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.76% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,350 | $4,804-51.1% | $4,554-48.4% | $4,156-43.4% |
| Participant deferral / active EE | $5,334 | $8,216-35.1% | $7,897-32.5% | $6,407-16.7% |
| Admin fee / account holder | $2,836 | $14,344-80.2% | $13,129-78.4% | $12,270-76.9% |