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 | $365,480 | $136,860+167.0% | $120,344+203.7% | $154,746+136.2% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 22.23% | 21.38%+0.9pp | 20.30%+1.9pp | 172.34%-150.1pp |
| Employer contribution / active EE | $12,420 | $3,533+251.5% | $3,020+311.2% | $4,379+183.6% |
| Participant deferral / active EE | $15,500 | $5,793+167.5% | $5,135+201.9% | $6,730+130.3% |
| Admin fee / account holder | $1,388 | $15,393-91.0% | $12,742-89.1% | $14,365-90.3% |