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 | $298,223 | $99,053+201.1% | $88,179+238.2% | $138,895+114.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 13.16% | 78.17%-65.0pp | 64.97%-51.8pp | 145.39%-132.2pp |
| Employer contribution / active EE | $605 | $2,882-79.0% | $2,549-76.3% | $4,194-85.6% |
| Participant deferral / active EE | $8,104 | $5,225+55.1% | $4,614+75.6% | $6,396+26.7% |
| Admin fee / account holder | $2,543 | $8,748-70.9% | $7,673-66.9% | $12,562-79.8% |