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 | $273,518 | $110,379+147.8% | $102,412+167.1% | $145,884+87.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.53% | 24.84%-12.3pp | 24.94%-12.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,190 | $4,216-71.8% | $3,870-69.3% | $4,662-74.5% |
| Participant deferral / active EE | $6,490 | $5,622+15.4% | $5,060+28.3% | $6,690-3.0% |
| Admin fee / account holder | $21,653 | $9,745+122.2% | $8,388+158.2% | $13,392+61.7% |