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 | $259,240 | $69,273+274.2% | $90,796+185.5% | $82,637+213.7% |
| Participation rate | 40.0% | 64.0%-24.0pp | 69.5%-29.5pp | 68.1%-28.1pp |
| Annual return | 18.17% | 18.37%-0.2pp | 19.29%-1.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,210 | $1,865-35.1% | $2,294-47.2% | $2,552-52.6% |
| Participant deferral / active EE | $2,380 | $3,047-21.9% | $3,822-37.7% | $4,126-42.3% |
| Admin fee / account holder | $17,369 | $5,511+215.2% | $7,024+147.3% | $7,339+136.7% |