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 | $305,954 | $157,304+94.5% | $141,197+116.7% | $152,909+100.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.12% | 64.34%-38.2pp | 71.41%-45.3pp | 345.46%-319.3pp |
| Employer contribution / active EE | $3,182 | $5,263-39.5% | $4,736-32.8% | $4,764-33.2% |
| Participant deferral / active EE | $10,860 | $7,111+52.7% | $6,710+61.8% | $5,851+85.6% |
| Admin fee / account holder | $2,305 | $12,126-81.0% | $10,265-77.5% | $11,601-80.1% |