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 | $260,602 | $123,000+111.9% | $105,582+146.8% | $198,609+31.2% |
| Participation rate | 30.0% | 76.8%-46.8pp | 71.8%-41.8pp | 82.4%-52.4pp |
| Annual return | 4.74% | 18.31%-13.6pp | 18.61%-13.9pp | 202.70%-198.0pp |
| Employer contribution / active EE | $1,412 | $3,582-60.6% | $2,984-52.7% | $5,055-72.1% |
| Participant deferral / active EE | $5,207 | $5,013+3.9% | $4,353+19.6% | $6,977-25.4% |
| Admin fee / account holder | $5,215 | $16,254-67.9% | $12,856-59.4% | $19,030-72.6% |