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 | $255,488 | $181,062+41.1% | $158,223+61.5% | $155,188+64.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 14.44% | 57.39%-42.9pp | 52.09%-37.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $3,233 | $4,565-29.2% | $4,109-21.3% | $4,248-23.9% |
| Participant deferral / active EE | $12,513 | $6,134+104.0% | $5,467+128.9% | $6,531+91.6% |
| Admin fee / account holder | $36,679 | $18,825+94.8% | $16,047+128.6% | $14,480+153.3% |