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 | $185,312+37.0% | $161,489+57.2% | $154,746+64.1% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 13.57% | 103.84%-90.3pp | 89.72%-76.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $6,125 | $4,769+28.4% | $4,268+43.5% | $4,379+39.9% |
| Participant deferral / active EE | $7,625 | $6,350+20.1% | $5,630+35.4% | $6,730+13.3% |
| Admin fee / account holder | $2,281 | $18,654-87.8% | $16,006-85.7% | $14,365-84.1% |