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 | $251,510 | $70,435+257.1% | $96,575+160.4% | $85,856+192.9% |
| Participation rate | 46.9% | 61.8%-14.9pp | 69.8%-22.9pp | 69.3%-22.4pp |
| Annual return | 31.85% | 18.59%+13.3pp | 37.79%-5.9pp | 318.58%-286.7pp |
| Employer contribution / active EE | $1,836 | $1,413+30.0% | $2,357-22.1% | $2,565-28.4% |
| Participant deferral / active EE | $4,394 | $2,894+51.8% | $3,849+14.2% | $3,952+11.2% |
| Admin fee / account holder | $6,718 | $4,997+34.4% | $6,182+8.7% | $6,261+7.3% |