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 | $342,958 | $275,752+24.4% | $256,809+33.5% | $198,609+72.7% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 29.29% | 34.81%-5.5pp | 32.73%-3.4pp | 202.70%-173.4pp |
| Employer contribution / active EE | $2,601 | $7,721-66.3% | $7,263-64.2% | $5,055-48.5% |
| Participant deferral / active EE | $10,010 | $10,037-0.3% | $9,520+5.1% | $6,977+43.5% |
| Admin fee / account holder | $2,402 | $25,716-90.7% | $25,146-90.4% | $19,030-87.4% |