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 | $262,573 | $157,304+66.9% | $141,197+86.0% | $152,909+71.7% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 24.84% | 64.34%-39.5pp | 71.41%-46.6pp | 345.46%-320.6pp |
| Employer contribution / active EE | $2,364 | $5,263-55.1% | $4,736-50.1% | $4,764-50.4% |
| Participant deferral / active EE | $5,106 | $7,111-28.2% | $6,710-23.9% | $5,851-12.7% |
| Admin fee / account holder | $18,473 | $12,126+52.3% | $10,265+80.0% | $11,601+59.2% |