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 | $303,256 | $29,670+922.1% | $56,054+441.0% | $80,911+274.8% |
| Participation rate | 14.8% | 41.7%-26.9pp | 52.5%-37.7pp | 67.6%-52.9pp |
| Annual return | 12.92% | 35.24%-22.3pp | 1705.95%-1693.0pp | 35.63%-22.7pp |
| Employer contribution / active EE | $383 | $670-42.8% | $1,039-63.1% | $2,756-86.1% |
| Participant deferral / active EE | $1,354 | $1,227+10.4% | $1,952-30.6% | $4,297-68.5% |
| Admin fee / account holder | $1,943 | $2,431-20.1% | $2,822-31.2% | $6,935-72.0% |