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 | $743,574 | $136,860+443.3% | $120,344+517.9% | $154,746+380.5% |
| Participation rate | 45.0% | 79.9%-34.9pp | 76.7%-31.7pp | 80.7%-35.7pp |
| Annual return | 11.59% | 21.38%-9.8pp | 20.30%-8.7pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,291 | $3,533-63.5% | $3,020-57.3% | $4,379-70.5% |
| Participant deferral / active EE | $2,066 | $5,793-64.3% | $5,135-59.8% | $6,730-69.3% |
| Admin fee / account holder | $96,032 | $15,393+523.9% | $12,742+653.7% | $14,365+568.5% |