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 | $334,924 | $178,174+88.0% | $156,181+114.4% | $137,256+144.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 11.79% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,313 | $4,972-73.6% | $4,294-69.4% | $4,156-68.4% |
| Participant deferral / active EE | $12,127 | $6,888+76.1% | $6,132+97.8% | $6,407+89.3% |
| Admin fee / account holder | $19,494 | $17,404+12.0% | $14,586+33.6% | $12,270+58.9% |