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 | $266,799 | $162,136+64.6% | $152,301+75.2% | $154,746+72.4% |
| Participation rate | 12.5% | 84.1%-71.6pp | 82.4%-69.9pp | 80.7%-68.2pp |
| Annual return | 15.51% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,142 | $4,890-76.7% | $4,624-75.3% | $4,379-73.9% |
| Participant deferral / active EE | $2,731 | $8,341-67.3% | $8,004-65.9% | $6,730-59.4% |
| Admin fee / account holder | $12,877 | $15,759-18.3% | $14,398-10.6% | $14,365-10.4% |