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 | $280,247 | $157,296+78.2% | $141,191+98.5% | $152,897+83.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.58% | 64.34%-42.8pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,330 | $5,262-55.7% | $4,736-50.8% | $4,764-51.1% |
| Participant deferral / active EE | $8,245 | $7,111+15.9% | $6,710+22.9% | $5,851+40.9% |
| Admin fee / account holder | $1,714 | $12,125-85.9% | $10,264-83.3% | $11,599-85.2% |