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 | $364,868 | $174,379+109.2% | $152,093+139.9% | $138,895+162.7% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 19.64% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,160 | $4,652-75.1% | $4,175-72.2% | $4,194-72.3% |
| Participant deferral / active EE | $2,846 | $6,159-53.8% | $5,451-47.8% | $6,396-55.5% |
| Admin fee / account holder | $4,215 | $16,880-75.0% | $14,497-70.9% | $12,562-66.4% |