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 | $251,048 | $107,368+133.8% | $92,915+170.2% | $152,909+64.2% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 24.21% | 145.64%-121.4pp | 109.45%-85.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $2,318 | $4,222-45.1% | $3,653-36.5% | $4,764-51.3% |
| Participant deferral / active EE | $10,452 | $4,848+115.6% | $4,238+146.6% | $5,851+78.6% |
| Admin fee / account holder | $4,023 | $7,082-43.2% | $5,796-30.6% | $11,601-65.3% |