Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $283,477 | $209,425+35.4% | $178,499+58.8% | $158,966+78.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 34.32% | 188.80%-154.5pp | 151.10%-116.8pp | 302.95%-268.6pp |
| Employer contribution / active EE | $2,058 | $5,707-63.9% | $5,011-58.9% | $4,762-56.8% |
| Participant deferral / active EE | $5,754 | $5,955-3.4% | $5,202+10.6% | $5,983-3.8% |
| Admin fee / account holder | $1,399 | $17,078-91.8% | $13,986-90.0% | $11,250-87.6% |