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 | $305,773 | $181,062+68.9% | $158,223+93.3% | $155,188+97.0% |
| Participation rate | 47.1% | 82.7%-35.6pp | 79.2%-32.1pp | 80.8%-33.7pp |
| Annual return | 15.17% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,756 | $6,134-55.1% | $5,467-49.6% | $6,531-57.8% |
| Admin fee / account holder | $1,142 | $18,825-93.9% | $16,047-92.9% | $14,480-92.1% |