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 | $312,494 | $223,823+39.6% | $211,142+48.0% | $154,746+101.9% |
| Participation rate | 63.2% | 87.9%-24.7pp | 87.3%-24.1pp | 80.7%-17.5pp |
| Annual return | 18.21% | 50.39%-32.2pp | 46.84%-28.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $4,428 | $6,787-34.7% | $6,442-31.3% | $4,379+1.1% |
| Participant deferral / active EE | $6,964 | $9,750-28.6% | $9,284-25.0% | $6,730+3.5% |
| Admin fee / account holder | $3,861 | $19,707-80.4% | $19,076-79.8% | $14,365-73.1% |