Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $268,582 | $155,555+72.7% | $146,866+82.9% | $155,188+73.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 16.15% | 115.41%-99.3pp | 102.85%-86.7pp | 148.84%-132.7pp |
| Employer contribution / active EE | $1,032 | $4,647-77.8% | $4,425-76.7% | $4,248-75.7% |
| Participant deferral / active EE | $13,860 | $8,044+72.3% | $7,759+78.6% | $6,531+112.2% |
| Admin fee / account holder | $138,950 | $14,755+841.7% | $13,620+920.2% | $14,480+859.6% |