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 | $333,296 | $99,995+233.3% | $85,063+291.8% | $145,978+128.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 24.12% | 83.99%-59.9pp | 66.54%-42.4pp | 550.52%-526.4pp |
| Employer contribution / active EE | $2,006 | $3,231-37.9% | $2,727-26.4% | $4,662-57.0% |
| Participant deferral / active EE | $10,035 | $5,295+89.5% | $4,523+121.9% | $6,690+50.0% |
| Admin fee / account holder | $4,141 | $7,255-42.9% | $6,155-32.7% | $13,400-69.1% |