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 | $269,601 | $86,949+210.1% | $102,460+163.1% | $80,959+233.0% |
| Participation rate | 64.5% | 72.4%-7.9pp | 76.5%-12.0pp | 67.7%-3.2pp |
| Annual return | 17.80% | 18.89%-1.1pp | 29.47%-11.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $3,465 | $2,370+46.2% | $3,025+14.5% | $2,757+25.7% |
| Participant deferral / active EE | $12,599 | $4,121+205.7% | $5,056+149.2% | $4,300+193.0% |
| Admin fee / account holder | $5,223 | $8,048-35.1% | $9,460-44.8% | $6,925-24.6% |