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 | $269,542 | $115,814+132.7% | $101,275+166.1% | $158,982+69.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 15.34% | 56.16%-40.8pp | 46.48%-31.1pp | 302.99%-287.6pp |
| Employer contribution / active EE | $1,561 | $4,176-62.6% | $3,660-57.3% | $4,763-67.2% |
| Participant deferral / active EE | $6,141 | $4,958+23.8% | $4,371+40.5% | $5,983+2.6% |
| Admin fee / account holder | $396 | $7,249-94.5% | $5,948-93.3% | $11,252-96.5% |