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 | $280,992 | $77,896+260.7% | $134,172+109.4% | $82,448+240.8% |
| Participation rate | 27.6% | 62.8%-35.2pp | 72.5%-44.9pp | 68.1%-40.5pp |
| Annual return | 14.66% | 18.21%-3.6pp | 25.30%-10.6pp | 41.64%-27.0pp |
| Employer contribution / active EE | $961 | $2,159-55.5% | $3,420-71.9% | $2,551-62.3% |
| Participant deferral / active EE | $4,880 | $3,162+54.3% | $4,690+4.0% | $4,139+17.9% |
| Admin fee / account holder | $4,886 | $6,336-22.9% | $12,016-59.3% | $7,234-32.5% |