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 | $81,403+245.2% | $147,027+91.1% | $87,485+221.2% |
| Participation rate | 27.6% | 63.4%-35.8pp | 73.7%-46.2pp | 68.9%-41.3pp |
| Annual return | 14.66% | 16.51%-1.8pp | 20.23%-5.6pp | 26.06%-11.4pp |
| Employer contribution / active EE | $961 | $2,205-56.4% | $3,626-73.5% | $2,596-63.0% |
| Participant deferral / active EE | $4,880 | $3,315+47.2% | $4,933-1.1% | $4,274+14.2% |
| Admin fee / account holder | $4,886 | $6,755-27.7% | $12,223-60.0% | $7,775-37.1% |