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 | $254,462 | $162,812+56.3% | $133,971+89.9% | $158,966+60.1% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 13.86% | 41.94%-28.1pp | 45.09%-31.2pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,103 | $4,976-57.7% | $3,919-46.3% | $4,762-55.8% |
| Participant deferral / active EE | $6,549 | $5,910+10.8% | $5,047+29.7% | $5,983+9.5% |
| Admin fee / account holder | $3,585 | $11,741-69.5% | $8,929-59.8% | $11,250-68.1% |