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 | $271,795 | $51,638+426.4% | $68,368+297.5% | $82,448+229.7% |
| Participation rate | 68.0% | 63.6%+4.4pp | 73.8%-5.8pp | 68.1%-0.1pp |
| Annual return | 16.30% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,041 | $2,047-0.3% | $2,649-23.0% | $2,551-20.0% |
| Participant deferral / active EE | $6,694 | $2,914+129.7% | $4,123+62.4% | $4,139+61.7% |
| Admin fee / account holder | $32,997 | $4,643+610.6% | $5,150+540.7% | $7,234+356.1% |