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 | $315,683 | $146,267+115.8% | $197,124+60.1% | $82,448+282.9% |
| Participation rate | 22.7% | 84.0%-61.3pp | 86.7%-64.0pp | 68.1%-45.3pp |
| Annual return | 15.05% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,430 | $4,723-48.6% | $6,227-61.0% | $2,551-4.8% |
| Participant deferral / active EE | $5,031 | $7,035-28.5% | $9,135-44.9% | $4,139+21.5% |
| Admin fee / account holder | $149,598 | $14,422+937.3% | $16,298+817.9% | $7,234+1967.9% |