Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $263,915 | $85,060+210.3% | $70,548+274.1% | $139,456+89.2% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 16.87% | 30.38%-13.5pp | 32.78%-15.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,936 | $3,911-50.5% | $2,975-34.9% | $4,753-59.3% |
| Participant deferral / active EE | $7,447 | $5,890+26.4% | $4,567+63.1% | $6,711+11.0% |
| Admin fee / account holder | $10,073 | $8,925+12.9% | $6,424+56.8% | $11,407-11.7% |