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 | $262,983 | $116,203+126.3% | $93,621+180.9% | $152,909+72.0% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.8%-35.8pp | 82.5%-42.5pp |
| Annual return | 26.69% | 35.96%-9.3pp | 32.76%-6.1pp | 345.46%-318.8pp |
| Employer contribution / active EE | $2,076 | $3,219-35.5% | $2,719-23.7% | $4,764-56.4% |
| Participant deferral / active EE | $6,126 | $4,605+33.0% | $4,070+50.5% | $5,851+4.7% |
| Admin fee / account holder | $4,223 | $10,751-60.7% | $7,890-46.5% | $11,601-63.6% |