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 | $289,048 | $29,733+872.1% | $56,025+415.9% | $80,959+257.0% |
| Participation rate | 17.7% | 41.7%-24.0pp | 52.5%-34.8pp | 67.7%-49.9pp |
| Annual return | 14.10% | 35.28%-21.2pp | 1712.69%-1698.6pp | 35.67%-21.6pp |
| Employer contribution / active EE | $567 | $672-15.6% | $1,042-45.5% | $2,757-79.4% |
| Participant deferral / active EE | $1,600 | $1,229+30.1% | $1,955-18.2% | $4,300-62.8% |
| Admin fee / account holder | $12,737 | $2,434+423.4% | $2,828+350.3% | $6,925+83.9% |