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 | $252,202 | $108,922+131.5% | $100,398+151.2% | $145,978+72.8% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.8pp |
| Annual return | 16.41% | 58.04%-41.6pp | 49.32%-32.9pp | 550.52%-534.1pp |
| Employer contribution / active EE | $437 | $4,426-90.1% | $3,946-88.9% | $4,662-90.6% |
| Participant deferral / active EE | $6,404 | $8,450-24.2% | $8,084-20.8% | $6,690-4.3% |
| Admin fee / account holder | $16,499 | $9,680+70.4% | $7,893+109.0% | $13,400+23.1% |