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 | $373,422 | $148,623+151.3% | $135,974+174.6% | $139,466+167.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 16.04% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $3,198 | $5,246-39.1% | $4,859-34.2% | $4,754-32.7% |
| Participant deferral / active EE | $6,852 | $8,103-15.4% | $7,760-11.7% | $6,712+2.1% |
| Admin fee / account holder | $2,299 | $12,406-81.5% | $10,767-78.6% | $11,409-79.8% |