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 | $386,211 | $183,539+110.4% | $155,556+148.3% | $145,897+164.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 16.36% | 61.31%-44.9pp | 64.84%-48.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $9,340 | $5,315+75.7% | $4,675+99.8% | $4,663+100.3% |
| Participant deferral / active EE | $4,481 | $6,467-30.7% | $5,631-20.4% | $6,689-33.0% |
| Admin fee / account holder | $7,754 | $19,275-59.8% | $15,885-51.2% | $13,390-42.1% |