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 | $279,112 | $126,519+120.6% | $106,201+162.8% | $145,959+91.2% |
| Participation rate | 31.6% | 77.7%-46.1pp | 75.3%-43.7pp | 80.3%-48.7pp |
| Annual return | 12.31% | 225.10%-212.8pp | 116.26%-104.0pp | 561.95%-549.6pp |
| Employer contribution / active EE | $981 | $3,726-73.7% | $3,170-69.1% | $4,661-79.0% |
| Participant deferral / active EE | $3,308 | $5,716-42.1% | $5,012-34.0% | $6,689-50.5% |
| Admin fee / account holder | $11,051 | $17,312-36.2% | $11,039+0.1% | $13,398-17.5% |