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 | $311,217 | $165,381+88.2% | $149,730+107.9% | $158,966+95.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 25.04% | 348.29%-323.3pp | 276.70%-251.7pp | 302.95%-277.9pp |
| Employer contribution / active EE | $2,613 | $5,104-48.8% | $4,645-43.8% | $4,762-45.1% |
| Participant deferral / active EE | $7,518 | $7,182+4.7% | $6,843+9.9% | $5,983+25.6% |
| Admin fee / account holder | $7,907 | $10,809-26.9% | $9,310-15.1% | $11,250-29.7% |