Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $253,908 | $181,062+40.2% | $158,223+60.5% | $155,188+63.6% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 13.57% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.3pp |
| Employer contribution / active EE | $6,125 | $4,565+34.2% | $4,109+49.1% | $4,248+44.2% |
| Participant deferral / active EE | $7,625 | $6,134+24.3% | $5,467+39.5% | $6,531+16.7% |
| Admin fee / account holder | $2,281 | $18,825-87.9% | $16,047-85.8% | $14,480-84.2% |