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 | $295,891 | $99,345+197.8% | $84,753+249.1% | $273,972+8.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 7.12% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,264 | $4,214-46.3% | $3,574-36.7% | $4,869-53.5% |
| Participant deferral / active EE | $11,664 | $4,270+173.2% | $3,712+214.2% | $5,287+120.6% |
| Admin fee / account holder | $4,148 | $6,645-37.6% | $5,333-22.2% | $10,133-59.1% |