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 | $511,132 | $95,959+432.7% | $97,411+424.7% | $138,895+268.0% |
| Participation rate | 50.0% | 81.8%-31.8pp | 80.4%-30.4pp | 79.9%-29.9pp |
| Annual return | 13.40% | 29.30%-15.9pp | 34.72%-21.3pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,727 | $4,278-12.9% | $4,210-11.5% | $4,194-11.1% |
| Participant deferral / active EE | $9,142 | $5,876+55.6% | $5,886+55.3% | $6,396+42.9% |
| Admin fee / account holder | $29,597 | $7,555+291.7% | $7,145+314.2% | $12,562+135.6% |