Sign up free to preview peer percentile detail
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 | $291,654 | $178,174+63.7% | $156,181+86.7% | $137,256+112.5% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.8%-37.9pp | 80.0%-39.1pp |
| Annual return | 23.76% | 84.19%-60.4pp | 64.87%-41.1pp | 220.34%-196.6pp |
| Employer contribution / active EE | $3,124 | $4,972-37.2% | $4,294-27.3% | $4,156-24.8% |
| Participant deferral / active EE | $7,849 | $6,888+14.0% | $6,132+28.0% | $6,407+22.5% |
| Admin fee / account holder | $2,996 | $17,404-82.8% | $14,586-79.5% | $12,270-75.6% |