Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $367,424 | $201,372+82.5% | $184,260+99.4% | $145,884+151.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.10% | 29.04%-14.9pp | 28.84%-14.7pp | 551.85%-537.8pp |
| Employer contribution / active EE | $6,153 | $7,024-12.4% | $6,427-4.3% | $4,662+32.0% |
| Participant deferral / active EE | $6,253 | $9,808-36.2% | $9,133-31.5% | $6,690-6.5% |
| Admin fee / account holder | $27,816 | $16,362+70.0% | $13,898+100.1% | $13,392+107.7% |